Institute For Wealth Management, Llc. OSI ETF TR Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 15, 2021
SELL
N/A
-4,950 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
N/A
4,950 New
4,950 $208,000
Q1 2021

May 04, 2021
SELL
N/A
-5,650 Closed
0 $0
Q4 2020

Feb 01, 2021
SELL
N/A
-1,145 Reduced 16.85%
5,650 $216,000
Q3 2020

Nov 03, 2020
SELL
N/A
-862 Reduced 11.26%
6,795 $246,000
Q2 2020

Jul 30, 2020
SELL
N/A
-137 Reduced 1.76%
7,657 $253,000
Q1 2020

Apr 29, 2020
SELL
N/A
-1,050 Reduced 11.87%
7,794 $226,000
Q4 2019

Feb 27, 2020
BUY
N/A
8,520 Added 2629.63%
8,844 $324,000
Q4 2019

Jan 27, 2020
SELL
N/A
-8,603 Reduced 96.37%
324 $324,000
Q3 2019

Oct 28, 2019
SELL
N/A
-2,040 Reduced 18.6%
8,927 $310,000
Q2 2019

Aug 02, 2019
SELL
N/A
-216 Reduced 1.93%
10,967 $374,000
Q1 2019

May 15, 2019
BUY
N/A
6 Added 0.05%
11,183 $376,000
Q4 2018

Feb 08, 2019
BUY
N/A
11,177 New
11,177 $336,000
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