Institute For Wealth Management, Llc. LINDE PLC Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024
Number of Shares
1,008
Previous 1,040 3.08%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
N/A
-32 Reduced 3.08%
1,008 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-39 Reduced 3.61%
1,040 $0
Q2 2024

Jul 25, 2024
SELL
N/A
-3 Reduced 0.28%
1,079 $0
Q1 2024

Apr 30, 2024
BUY
N/A
95 Added 9.63%
1,082 $0
Q4 2023

Jan 31, 2024
SELL
N/A
-51 Reduced 4.91%
987 $0
Q2 2023

Jul 25, 2023
SELL
N/A
-49 Reduced 4.51%
1,038 $0
Q1 2023

Apr 20, 2023
BUY
N/A
1,087 New
1,087 $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