Institute For Wealth Management, Llc. GE VERNOVA INC Transaction History

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025
Number of Shares
2,394
Previous 2,549 6.08%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 18, 2025
SELL
N/A
-155 Reduced 6.08%
2,394 $0
Q1 2025

Apr 21, 2025
BUY
N/A
5 Added 0.2%
2,549 $0
Q4 2024

Jan 23, 2025
SELL
N/A
-22 Reduced 0.86%
2,544 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-106 Reduced 3.97%
2,566 $0
Q2 2024

Jul 25, 2024
BUY
N/A
2,672 New
2,672 $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