Institute For Wealth Management, Llc. Sells in Q2 2025

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HWM
Howmet Aerospace Inc.

Industrials
-43
- 0.47%
$112.33 - $186.13 $4.83K - $8K
9.18K $1.71M
FTNT
Fortinet, Inc.

Technology
-105
- 0.19%
$84.71 - $108.69 $8.89K - $11.4K
56.6K $5.98M
NET
Cloudflare, Inc.

Technology
-583
- 7.59%
$97.08 - $195.83 $56.6K - $114K
7.1K $1.39M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-2.9K
- 2.16%
$40.79 - $50.93 $118K - $148K
132K $6.71M
GE
General Electric CO

Industrials
-261
- 2.36%
$166.81 - $257.39 $43.5K - $67.2K
10.8K $2.78M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-682
- 1.36%
$108.06 - $135.3 $73.7K - $92.3K
49.6K $6.72M
XLI
Industrial Sector Spdr

ETFs
-660
- 1.53%
$116.42 - $147.52 $76.8K - $97.4K
42.5K $6.26M
NOW
Service Now, Inc.

Technology
-80
- 2.51%
$721.65 - $1040.18 $57.7K - $83.2K
3.11K $3.2M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-165
- 0.52%
$86.24 - $117.44 $14.2K - $19.4K
31.7K $3.72M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-434
- 0.9%
$101.93 - $128.63 $44.2K - $55.8K
47.9K $6.16M
AMAT
Applied Materials Inc

Technology
-5
- 0.03%
$126.95 - $183.52 $635 - $918
19.8K $3.62M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.91K
- 0.79%
$22.27 - $29.21 $42.6K - $55.8K
240K $7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.16K
- 6.13%
$179.95 - $278.88 $209K - $325K
17.8K $4.97M
AMD
Advanced Micro Devices Inc

Technology
-1.77K
- 5.72%
$78.21 - $143.81 $138K - $254K
29.1K $4.14M
DIS
Walt Disney CO

Communication Services
-770
- 1.62%
$81.72 - $124.01 $62.9K - $95.5K
46.7K $5.79M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.87K
- 7.1%
$167.32 - $223.3 $1.15M - $1.53M
89.8K $19.7M
ORCL
Oracle Corp

Technology
-393
- 2.03%
$122.82 - $218.63 $48.3K - $85.9K
19K $4.15M
TSLA
Tesla, Inc.

Consumer Cyclical
-272
- 1.0%
$221.86 - $362.89 $60.3K - $98.7K
26.9K $8.53M
NFLX
Netflix Inc

Communication Services
-102
- 2.38%
$855.86 - $1339.13 $87.3K - $137K
4.18K $5.6M
GS
Goldman Sachs Group Inc

Financial Services
-44
- 0.43%
$462.22 - $707.75 $20.3K - $31.1K
10.3K $7.25M
AVGO
Broadcom Inc.

Technology
-1.46K
- 6.02%
$146.29 - $275.65 $214K - $404K
22.8K $6.3M
META
Meta Platforms, Inc.

Communication Services
-18
- 0.09%
$484.66 - $738.09 $8.72K - $13.3K
20.5K $15.2M
MSFT
Microsoft Corp

Technology
-1.2K
- 2.4%
$354.56 - $497.45 $425K - $596K
48.8K $24.3M
NVDA
Nvidia Corp

Technology
-8.28K
- 1.04%
$94.31 - $157.99 $781K - $1.31M
787K $124M
Activity Summary
Buys All Purchases 159 New Holdings 40 Increased Positions 119 Sells All Sells 275 Reductions 275 Sold out 0 Options Calls 0 Puts 2
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