Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 30, 2020

SELL
N/A
-6,727 Closed
0 $0
Q1 2020

Apr 29, 2020

BUY
N/A
222 Added 3.41%
6,727 $882,000
Q4 2019

Feb 27, 2020

BUY
N/A
5,075 Added 354.9%
6,505 $1.43 Million
Q4 2019

Jan 27, 2020

SELL
N/A
-5,157 Reduced 78.29%
1,430 $1.43 Million
Q3 2019

Oct 28, 2019

SELL
N/A
-426 Reduced 6.07%
6,587 $1.29 Million
Q2 2019

Aug 02, 2019

SELL
N/A
-405 Reduced 5.46%
7,013 $1.22 Million
Q1 2019

May 15, 2019

BUY
N/A
7,418 New
7,418 $1.35 Million
Q3 2017

Nov 14, 2017

SELL
N/A
-5,483 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
5,483
5,483 $882,000
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.