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
PFE
Pfizer Inc

Healthcare
-315
- 1.25%
$27.7 - $31.39 $8.73K - $9.89K
24.9K $719K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-9
- 0.28%
$75.32 - $84.37 $678 - $759
3.18K $266K
DFS
Discover Financial Services

Financial Services
-40
- 1.65%
$123.41 - $144.72 $4.94K - $5.79K
2.38K $334K
TSI
Tcw Strategic Income Fund Inc

Financial Services
-202
- 0.39%
$4.69 - $5.19 $947 - $1.05K
51.9K $265K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-639
- 5.94%
$77.02 - $85.06 $49.2K - $54.4K
10.1K $855K
SYY
Sysco Corp

Consumer Defensive
-70
- 1.91%
$69.16 - $78.98 $4.84K - $5.53K
3.6K $281K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-177
- 2.18%
$69.61 - $79.56 $12.3K - $14.1K
7.95K $622K
TFC
Truist Financial Corp

Financial Services
-298
- 3.53%
$38.22 - $44.94 $11.4K - $13.4K
8.13K $347K
PANW
Palo Alto Networks Inc

Technology
-4
- 0.05%
$294.18 - $368.01 $1.18K - $1.47K
7.9K $2.7M
JETS
ETF Ser Solutions U S Global J

ETFs
-145
- 0.6%
$16.76 - $20.84 $2.43K - $3.02K
23.9K $494K
MO
Altria Group, Inc.

Consumer Defensive
-108
- 2.13%
$45.95 - $54.71 $4.96K - $5.91K
4.96K $253K
PRU
Prudential Financial Inc

Financial Services
-89
- 0.98%
$105.53 - $127.32 $9.39K - $11.3K
8.98K $1.09M
ITW
Illinois Tool Works Inc

Industrials
-7
- 0.65%
$233.14 - $263.97 $1.63K - $1.85K
1.06K $278K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-96
- 1.97%
$43.9 - $52.34 $4.21K - $5.02K
4.77K $245K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-105
- 0.92%
$71.45 - $75.64 $7.5K - $7.94K
11.3K $849K
IYT
Ishares Tr U.S. Transportation

ETFs
-80
- 0.82%
$61.35 - $68.92 $4.91K - $5.51K
9.66K $665K
IRDM
Iridium Communications Inc.

Communication Services
-105
- 1.31%
$25.17 - $31.03 $2.64K - $3.26K
7.92K $241K
IGF
Ishares Global Infrastructure

ETFs
-26
- 0.57%
$47.97 - $54.56 $1.25K - $1.42K
4.57K $248K
MRVL
Marvell Technology, Inc.

Technology
-57
- 0.39%
$56.15 - $76.24 $3.2K - $4.35K
14.7K $1.06M
SO
Southern CO

Utilities
-235
- 5.57%
$77.0 - $90.52 $18.1K - $21.3K
3.99K $359K
ACGL
Arch Capital Group Ltd.

Financial Services
-170
- 3.62%
$94.47 - $114.25 $16.1K - $19.4K
4.52K $505K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-581
- 2.43%
$54.98 - $59.51 $31.9K - $34.6K
23.3K $1.39M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-451
- 3.86%
$70.02 - $76.68 $31.6K - $34.6K
11.2K $862K
D
Dominion Energy, Inc

Utilities
-49
- 1.17%
$48.01 - $58.53 $2.35K - $2.87K
4.13K $238K
LYV
Live Nation Entertainment, Inc.

Communication Services
-86
- 3.17%
$88.06 - $109.5 $7.57K - $9.42K
2.62K $287K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
-914
- 1.52%
$8.2 - $9.0 $7.49K - $8.23K
59.1K $530K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-160
- 2.0%
$73.55 - $97.62 $11.8K - $15.6K
7.85K $752K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-175
- 7.32%
$156.14 - $187.2 $27.3K - $32.8K
2.22K $409K
CHH
Choice Hotels International Inc

Consumer Cyclical
-131
- 2.63%
$117.06 - $133.72 $15.3K - $17.5K
4.85K $632K
SQ
Block, Inc.

Technology
-297
- 1.28%
$57.21 - $72.07 $17K - $21.4K
22.8K $1.53M
DFAT
Dimensional ETF Tr U S Target

ETFs
-19
- 0.16%
$51.0 - $57.07 $969 - $1.08K
12.2K $677K
CTVA
Corteva, Inc.

Basic Materials
-9
- 0.1%
$50.72 - $58.78 $456 - $529
9.45K $555K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6
- 0.19%
$162.83 - $179.16 $977 - $1.07K
3.08K $551K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-28
- 2.83%
$531.86 - $624.21 $14.9K - $17.5K
963 $595K
BLK
Black Rock Inc.

Financial Services
-8
- 2.39%
$782.27 - $949.51 $6.26K - $7.6K
327 $310K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-157
- 1.21%
$80.08 - $89.33 $12.6K - $14K
12.9K $1.12M
XLU
Utilities Sector Spdr

ETFs
-18
- 0.45%
$67.67 - $80.78 $1.22K - $1.45K
3.99K $322K
KO
Coca Cola CO

Consumer Defensive
-578
- 5.15%
$62.69 - $73.01 $36.2K - $42.2K
10.7K $765K
ALK
Alaska Air Group, Inc.

Industrials
-26
- 0.24%
$32.92 - $45.21 $856 - $1.18K
10.9K $491K
PG
Procter & Gamble CO

Consumer Defensive
-43
- 0.59%
$160.76 - $177.82 $6.91K - $7.65K
7.27K $1.26M
ERIC
Ericsson Lm Telephone CO

Technology
-5.46K
- 8.19%
$6.19 - $7.77 $33.8K - $42.4K
61.2K $464K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-77
- 1.0%
$167.06 - $182.72 $12.9K - $14.1K
7.6K $1.35M
BTO
John Hancock Financial Opportunities Fund

Financial Services
-20
- 0.19%
$27.89 - $33.45 $558 - $669
10.8K $357K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-10
- 0.08%
$65.06 - $71.72 $651 - $717
13.2K $939K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
-1.26K
- 3.01%
$32.43 - $36.78 $40.9K - $46.4K
40.6K $1.49M
CSX
Csx Corp

Industrials
-547
- 0.76%
$32.48 - $35.45 $17.8K - $19.4K
71K $2.45M
VAW
Vanguard Materials ETF

ETFs
-5
- 0.16%
$189.89 - $213.71 $949 - $1.07K
3.08K $651K
USB
Us Bancorp \De\

Financial Services
-200
- 1.82%
$39.04 - $47.23 $7.81K - $9.45K
10.8K $494K
ILMN
Illumina, Inc.

Healthcare
-60
- 2.2%
$105.28 - $135.9 $6.32K - $8.15K
2.67K $347K
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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