Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
LNC Lincoln National Corp Financial Services	Q1 2018 Filed on May 15, 2018	3,311	$70.36 - $85.91 $233K - $284K
Solarcity Corp	Q1 2018 Filed on May 15, 2018	25,000	N/A
Priceline Grp Inc	Q1 2018 Filed on May 15, 2018	414	N/A
Spdr Series Trust	Q1 2018 Filed on May 15, 2018	9,745	N/A
Potash Corp Sask Inc	Q1 2018 Filed on May 15, 2018	18,344	N/A
Powershares ETF Trust Ii	Q1 2018 Filed on May 15, 2018	12,624	N/A
TY Tri Continental Corp Financial Services	Q1 2018 Filed on May 15, 2018	8,197	$25.87 - $28.22 $212K - $231K
MIN Mfs Intermediate Income Trust Financial Services	Q1 2018 Filed on May 15, 2018	19,225	$3.89 - $4.17 $74.8K - $80.2K
CX Cemex Sab De Cv Basic Materials	Q4 2017 Filed on Feb 12, 2018	14,171	$7.19 - $9.08 $102K - $129K
NAC Nuveen California Quality Municipal Income Fund Financial Services	Q4 2017 Filed on Feb 12, 2018	27,232	$14.23 - $14.95 $388K - $407K
SJNK Spdr Bloomberg Short Term High ETFs	Q4 2017 Filed on Feb 12, 2018	10,779	N/A
AHH Armada Hoffler Properties, Inc. Real Estate	Q4 2017 Filed on Feb 12, 2018	10,000	$13.92 - $15.85 $139K - $159K
MSFT Microsoft Corp Technology	Q4 2017 Filed on Feb 12, 2018	600	$74.26 - $86.85 $44.6K - $52.1K
FJP First Trust Japan Alphadex Fun ETFs	Q4 2017 Filed on Feb 12, 2018	16,725	N/A
FPE First Tr Pfd Secs & Income ETF ETFs	Q4 2017 Filed on Feb 12, 2018	10,306	$19.98 - $20.19 $206K - $208K
Rydex ETF Trust	Q3 2017 Filed on Nov 14, 2017	6,565	N/A
EWW Ishares Inc Msci Mexico ETF ETFs	Q3 2017 Filed on Nov 14, 2017	100	$54.42 - $56.85 $5.44K - $5.69K
Vereit Inc	Q3 2017 Filed on Nov 14, 2017	15,737	N/A
Penney J C Inc	Q3 2017 Filed on Nov 14, 2017	30,448	N/A
PCG Pg&E Corp Utilities	Q3 2017 Filed on Nov 14, 2017	5,649	$67.69 - $71.56 $382K - $404K
Pinnacle Foods Inc Del	Q3 2017 Filed on Nov 14, 2017	6,120	N/A
American Rlty Cap Pptys Inc	Q3 2017 Filed on Nov 14, 2017	25,000	N/A
WBA Walgreens Boots Alliance, Inc. Healthcare	Q3 2017 Filed on Nov 14, 2017	2,998	$77.22 - $82.74 $232K - $248K
UAL United Airlines Holdings, Inc. Industrials	Q3 2017 Filed on Nov 14, 2017	2,750	$57.54 - $68.91 $158K - $190K
AMZN Amazon Com Inc Consumer Cyclical	Q3 2017 Filed on Nov 14, 2017	1,200	$46.93 - $49.98 $56.3K - $60K
PI Impinj Inc Technology	Q3 2017 Filed on Nov 14, 2017	6,060	$30.23 - $50.09 $183K - $304K
NFLX Netflix Inc Communication Services	Q3 2017 Filed on Nov 14, 2017	600	$165.95 - $188.78 $99.6K - $113K
PAYX Paychex Inc Industrials	Q3 2017 Filed on Nov 14, 2017	3,709	$54.24 - $60.35 $201K - $224K
Wgl Hldgs Inc	Q3 2017 Filed on Nov 14, 2017	4,065	N/A
RQI Cohen & Steers Quality Income Realty Fund Inc Financial Services	Q3 2017 Filed on Nov 14, 2017	23,138	$12.46 - $13.13 $288K - $304K
Reynolds American Inc	Q3 2017 Filed on Nov 14, 2017	7,111	N/A
Shire PLC	Q3 2017 Filed on Nov 14, 2017	2,693	N/A
Claymore Exchange Trd Fd Tr	Q3 2017 Filed on Nov 14, 2017	9,737	N/A
Dow Chem CO	Q3 2017 Filed on Nov 14, 2017	19,208	N/A
Du Pont E I De Nemours & CO	Q3 2017 Filed on Nov 14, 2017	14,936	N/A
Mobileye N V Amstelveen	Q3 2017 Filed on Nov 14, 2017	4,000	N/A
Monogram Residential Tr Inc	Q3 2017 Filed on Nov 14, 2017	11,110	N/A
WHR Whirlpool Corp Consumer Cyclical	Q3 2017 Filed on Nov 14, 2017	2,105	$167.35 - $184.44 $352K - $388K
PPL Ppl Corp Utilities	Q3 2017 Filed on Nov 14, 2017	7,605	$37.95 - $39.83 $289K - $303K
IJT Ishares S&P Small Cap 600 Grow ETFs	Q3 2017 Filed on Nov 14, 2017	3,555	$79.86 - $82.25 $284K - $292K
NUE Nucor Corp Basic Materials	Q3 2017 Filed on Nov 14, 2017	200	$53.48 - $57.86 $10.7K - $11.6K

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