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

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025
Number of Shares
2,715
Previous 2,394 13.41%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2025
BUY
N/A
321 Added 13.41%
2,715 $0
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
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