Institute For Wealth Management, Llc. Sells in Q3 2024

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8.17K
- 27.59%
$434.77 - $502.96 $3.55M - $4.11M
21.4K $10.5M
NVDA
Nvidia Corp

Technology
-5.56K
- 0.68%
$98.91 - $134.91 $550K - $750K
809K $98.2M
LRCX
Lam Research Corp

Technology
-24
- 0.32%
$731.56 - $1127.3 $17.6K - $27.1K
7.5K $6.12M
GOOGL
Alphabet Inc.

Communication Services
-408
- 0.67%
$148.65 - $191.18 $60.6K - $78K
60.2K $9.99M
MSFT
Microsoft Corp

Technology
-298
- 0.59%
$395.15 - $467.56 $118K - $139K
50.6K $21.8M
AMAT
Applied Materials Inc

Technology
-368
- 1.81%
$174.88 - $254.97 $64.4K - $93.8K
19.9K $4.02M
QCOM
Qualcomm Inc

Technology
-241
- 1.74%
$156.12 - $209.64 $37.6K - $50.5K
13.6K $2.31M
GOOG
Alphabet Inc.

Communication Services
-227
- 1.29%
$149.54 - $192.66 $33.9K - $43.7K
17.3K $2.9M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-20.3K
- 30.06%
$17.09 - $20.23 $348K - $411K
47.3K $898K
VET
Vermilion Energy Inc.

Energy
-20K
- 61.54%
$8.94 - $11.35 $179K - $227K
12.5K $122K
EW
Edwards Lifesciences Corp

Healthcare
-87
- 1.66%
$59.7 - $93.78 $5.19K - $8.16K
5.16K $340K
MU
Micron Technology Inc

Technology
-1
- 0.02%
$86.27 - $136.82 $86.3 - $137
5.1K $528K
KLAC
Kla Corp

Technology
-20
- 0.83%
$696.17 - $892.35 $13.9K - $17.8K
2.38K $1.84M
DG
Dollar General Corp

Consumer Defensive
-20
- 0.78%
$80.41 - $132.42 $1.61K - $2.65K
2.56K $216K
F
Ford Motor CO

Consumer Cyclical
-186
- 0.3%
$9.71 - $14.55 $1.81K - $2.71K
61K $643K
WFC
Wells Fargo & Company

Financial Services
-1.48K
- 14.99%
$51.58 - $60.97 $76.1K - $90K
8.37K $472K
VDE
Vanguard Energy ETF

ETFs
-593
- 7.83%
$117.44 - $131.06 $69.6K - $77.7K
6.98K $854K
MRK
Merck & Co., Inc.

Healthcare
-76
- 0.79%
$111.15 - $128.97 $8.45K - $9.8K
9.53K $1.08M
GM
General Motors CO

Consumer Cyclical
-858
- 2.34%
$39.95 - $49.9 $34.3K - $42.8K
35.8K $1.6M
WMS
Advanced Drainage Systems, Inc.

Industrials
-501
- 16.57%
$140.18 - $178.56 $70.2K - $89.5K
2.52K $396K
APA
Apa Corp

Energy
-759
- 5.42%
$23.34 - $32.22 $17.7K - $24.5K
13.2K $323K
ELV
Elevance Health, Inc.

Healthcare
-33
- 1.09%
$500.12 - $562.29 $16.5K - $18.6K
3K $1.56M
WM
Waste Management Inc

Industrials
-90
- 1.02%
$196.96 - $223.45 $17.7K - $20.1K
8.72K $1.81M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-70
- 0.8%
$91.43 - $117.51 $6.4K - $8.23K
8.73K $925K
HON
Honeywell International Inc

Industrials
-82
- 1.51%
$196.73 - $220.21 $16.1K - $18.1K
5.35K $1.1M
BAC
Bank Of America Corp

Financial Services
-1.18K
- 1.45%
$36.65 - $44.13 $43.4K - $52.2K
80.3K $3.19M
SWKS
Skyworks Solutions, Inc.

Technology
-30
- 0.48%
$96.22 - $120.68 $2.89K - $3.62K
6.27K $619K
DDOG
Datadog, Inc.

Technology
-22
- 0.68%
$104.97 - $134.56 $2.31K - $2.96K
3.22K $370K
MGM
Mgm Resorts International

Consumer Cyclical
-65
- 0.75%
$34.07 - $46.78 $2.21K - $3.04K
8.63K $337K
UPS
United Parcel Service Inc

Industrials
-277
- 2.09%
$123.32 - $147.38 $34.2K - $40.8K
13K $1.77M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-5.78K
- 3.6%
$16.42 - $18.12 $94.9K - $105K
155K $2.79M
NUE
Nucor Corp

Basic Materials
-74
- 1.91%
$137.77 - $166.14 $10.2K - $12.3K
3.81K $572K
HQY
Healthequity, Inc.

Healthcare
-123
- 1.84%
$67.98 - $86.62 $8.36K - $10.7K
6.57K $537K
EOG
Eog Resources Inc

Energy
-7
- 0.06%
$117.9 - $132.65 $825 - $929
12.3K $1.52M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-11
- 0.94%
$233.4 - $302.36 $2.57K - $3.33K
1.16K $315K
PEP
Pepsico Inc

Consumer Defensive
-294
- 8.6%
$161.9 - $179.3 $47.6K - $52.7K
3.13K $531K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-1.2K
- 10.53%
$25.19 - $25.5 $30.2K - $30.6K
10.2K $259K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-27
- 3.08%
$1024.09 - $1201.76 $27.7K - $32.4K
850 $893K
NET
Cloudflare, Inc.

Technology
-118
- 1.4%
$74.4 - $86.96 $8.78K - $10.3K
8.3K $671K
H
Hyatt Hotels Corp

Consumer Cyclical
-180
- 1.61%
$130.36 - $162.22 $23.5K - $29.2K
11K $1.67M
PARA
Paramount Global

Communication Services
-3.67K
- 5.82%
$9.98 - $11.95 $36.7K - $43.9K
59.4K $630K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.92K
- 3.72%
$38.49 - $41.61 $73.9K - $79.9K
49.6K $2.06M
HDB
Hdfc Bank LTD

Financial Services
-200
- 3.58%
$58.04 - $66.97 $11.6K - $13.4K
5.38K $336K
GPC
Genuine Parts CO

Consumer Cyclical
-185
- 5.02%
$131.04 - $147.11 $24.2K - $27.2K
3.5K $489K
SU
Suncor Energy Inc

Energy
-166
- 1.44%
$36.06 - $41.7 $5.99K - $6.92K
11.3K $418K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-54
- 4.83%
$320.55 - $412.94 $17.3K - $22.3K
1.06K $414K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-133
- 6.81%
$475.2 - $527.7 $63.2K - $70.2K
1.82K $960K
STGW
Stagwell Inc

Communication Services
-3.76K
- 7.03%
$6.02 - $7.37 $22.6K - $27.7K
49.7K $348K
FISV
Fiserv Inc

Technology
-123
- 1.93%
N/A
6.27K $784K
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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