Institute For Wealth Management, Llc. CANADIAN PACIFIC KANSAS CITY Transaction History

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025
Number of Shares
26,392
Previous 26,713 1.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
N/A
-321 Reduced 1.2%
26,392 $0
Q1 2025

Apr 21, 2025
SELL
N/A
-66 Reduced 0.25%
26,713 $0
Q4 2024

Jan 23, 2025
SELL
N/A
-71 Reduced 0.26%
26,779 $0
Q2 2024

Jul 25, 2024
SELL
N/A
-105 Reduced 0.39%
26,850 $0
Q1 2024

Apr 30, 2024
BUY
N/A
82 Added 0.31%
26,955 $0
Q4 2023

Jan 31, 2024
SELL
N/A
-103 Reduced 0.38%
26,873 $0
Q3 2023

Oct 13, 2023
SELL
N/A
-286 Reduced 1.05%
26,976 $0
Q2 2023

Jul 25, 2023
BUY
N/A
27,262 New
27,262 $0
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email