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

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025
Number of Shares
25,684
Previous 26,392 2.68%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
N/A
-708 Reduced 2.68%
25,684 $0
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
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