Institute For Wealth Management, Llc. New Holdings in Q3 2024

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DHI
Horton D R Inc

Consumer Cyclical
2.46K
New
$135.21 - $197.06 $333K - $485K
2.46K $469K
JD
Jd.Com, Inc.

Consumer Cyclical
10.5K
New
$24.95 - $40.01 $261K - $418K
10.5K $418K
THO
Thor Industries Inc

Consumer Cyclical
3.6K
New
$91.4 - $109.97 $329K - $396K
3.6K $395K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.09K
New
$112.99 - $126.45 $349K - $391K
3.09K $389K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
10.7K
New
$24.49 - $38.1 $261K - $407K
10.7K $386K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.5K
New
$50.25 - $50.74 $377K - $381K
7.5K $380K
ROP
Roper Technologies Inc

Industrials
679
New
$515.25 - $576.55 $350K - $391K
679 $377K
PDD
Pinduoduo Inc.

Consumer Cyclical
2.73K
New
$89.17 - $151.11 $243K - $412K
2.73K $367K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.85K
New
$162.45 - $195.17 $301K - $361K
1.85K $353K
ANSS
Ansys Inc

Technology
1.08K
New
$296.54 - $331.25 $319K - $356K
1.08K $342K
LUV
Southwest Airlines CO

Industrials
11K
New
$23.7 - $29.93 $262K - $330K
11K $326K
PENN
Penn National Gaming Inc

Consumer Cyclical
17K
New
$16.97 - $20.77 $289K - $354K
17K $320K
JELD
Jeld Wen Holding, Inc.

Industrials
20.1K
New
$12.78 - $16.95 $256K - $340K
20.1K $317K
POOL
Pool Corp

Industrials
814
New
$296.17 - $376.8 $241K - $307K
814 $306K
NCNO
N Cino, Inc.

Technology
9.6K
New
$29.0 - $35.0 $279K - $336K
9.6K $303K
NDSN
Nordson Corp

Industrials
1.1K
New
$225.0 - $262.63 $247K - $288K
1.1K $288K
LEA
Lear Corp

Consumer Cyclical
2.56K
New
$103.43 - $123.95 $265K - $317K
2.56K $279K
SWK
Stanley Black & Decker, Inc.

Industrials
2.5K
New
$77.75 - $110.17 $195K - $276K
2.5K $275K
ORA
Ormat Technologies, Inc.

Utilities
3.39K
New
$69.2 - $78.16 $235K - $265K
3.39K $260K
OLN
Olin Corp

Basic Materials
5.28K
New
$40.38 - $50.21 $213K - $265K
5.28K $253K
VTI
Vanguard Total Stock Market Et

ETFs
885
New
$255.18 - $283.2 $226K - $251K
885 $250K
LSTR
Landstar System Inc

Industrials
1.32K
New
$173.24 - $193.87 $229K - $257K
1.32K $250K
BIDU
Baidu, Inc.

Communication Services
2.37K
New
$81.0 - $105.29 $192K - $249K
2.37K $249K
BSY
Bentley Systems Inc

Technology
4.86K
New
$44.79 - $51.95 $218K - $252K
4.86K $246K
HUM
Humana Inc

Healthcare
777
New
$310.25 - $404.52 $241K - $314K
777 $246K
SMAR
Smartsheet Inc

Technology
4.42K
New
$42.95 - $55.46 $190K - $245K
4.42K $244K
UHAL
Amerco

Industrials
3.05K
New
$59.88 - $77.88 $183K - $237K
3.05K $236K
COLL
Collegium Pharmaceutical, Inc

Healthcare
6.07K
New
$31.4 - $39.07 $191K - $237K
6.07K $234K
NOC
Northrop Grumman Corp

Industrials
430
New
$423.73 - $533.14 $182K - $229K
430 $227K
CEIX
Consol Energy Inc.

Energy
2.15K
New
$88.45 - $107.31 $190K - $231K
2.15K $225K
MSTR
Microstrategy Inc

Technology
1.33K
New
$114.3 - $1800.09 $152K - $2.39M
1.33K $224K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.18K
New
$69.02 - $93.84 $219K - $298K
3.18K $223K
EFX
Equifax Inc

Industrials
760
New
$236.42 - $307.13 $180K - $233K
760 $223K
EVTC
Evertec, Inc.

Technology
6.58K
New
$29.61 - $35.08 $195K - $231K
6.58K $222K
KHC
Kraft Heinz CO

Consumer Defensive
6.24K
New
$31.86 - $36.13 $199K - $225K
6.24K $218K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
8.68K
New
$24.38 - $25.2 $211K - $219K
8.68K $218K
IP
International Paper CO

Consumer Cyclical
4.48K
New
$42.55 - $49.98 $190K - $224K
4.48K $218K
NEE
Nextera Energy Inc

Utilities
2.57K
New
$69.9 - $84.97 $180K - $218K
2.57K $217K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
5.06K
New
$33.88 - $42.53 $172K - $215K
5.06K $215K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.1K
New
$96.25 - $101.98 $202K - $214K
2.1K $212K
HNDL
Strategy Shs

ETFs
9.28K
New
$20.96 - $22.29 $195K - $207K
9.28K $206K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
4.56K
New
$39.43 - $44.82 $180K - $204K
4.56K $204K
SNPS
Synopsys Inc

Technology
399
New
$463.97 - $621.3 $185K - $248K
399 $202K
RRX
Regal Rexnord Corp

Industrials
1.22K
New
$132.18 - $174.25 $161K - $212K
1.22K $201K
CPNG
Coupang, Inc.

Consumer Cyclical
8.16K
New
$19.79 - $24.92 $161K - $203K
8.16K $200K
ADSK
Autodesk, Inc.

Technology
777
New
$245.83 - $245.83 $191K - $191K
777 $191K
HPP
Hudson Pacific Properties, Inc.

Real Estate
35.6K
New
$4.4 - $6.01 $156K - $214K
35.6K $170K
CLVT
Clarivate PLC

Technology
22.5K
New
$5.08 - $7.1 $114K - $159K
22.5K $159K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
11.1K
New
$14.16 - $14.47 $157K - $160K
11.1K $159K
Activity Summary
Buys All Purchases 212 New Holdings 55 Increased Positions 157 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 0 Puts 0
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