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
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
4,411
$35.59 - $53.13 $157K - $234K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
3,165
$53.56 - $66.59 $170K - $211K
WATT
Energous Corp

Technology
Q3 2021 Filed on Nov 15, 2021
20,000
$2.07 - $2.78 $41.4K - $55.6K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
5,435
$20.03 - $22.13 $109K - $120K
RIO
Rio Tinto PLC

Basic Materials
Q3 2021 Filed on Nov 15, 2021
3,024
$65.37 - $89.39 $198K - $270K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
7,528
$17.27 - $32.64 $130K - $246K
VCNX
Vaccinex, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
20,000
$2.11 - $2.81 $42.2K - $56.2K
CCMP
Cmc Materials, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
930
$120.37 - $150.62 $112K - $140K
General Electric CO
Q3 2021 Filed on Nov 15, 2021
90,613
N/A
Gabelli Equity Tr Inc
Q3 2021 Filed on Nov 15, 2021
11,320
N/A
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q3 2021 Filed on Nov 15, 2021
2,870
$67.67 - $72.6 $194K - $208K
Ishares Gold Tr
Q2 2021 Filed on Jul 21, 2021
10,728
N/A
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2021 Filed on Jul 21, 2021
1,712
$260.21 - $276.38 $445K - $473K
GRMN
Garmin LTD

Technology
Q2 2021 Filed on Jul 21, 2021
1,860
$132.51 - $145.38 $246K - $270K
Marvell Technology Group LTD
Q2 2021 Filed on Jul 21, 2021
15,765
N/A
Seagate Technology PLC
Q2 2021 Filed on Jul 21, 2021
7,460
N/A
PFG
Principal Financial Group Inc

Financial Services
Q2 2021 Filed on Jul 21, 2021
3,685
$59.74 - $66.87 $220K - $246K
DASH
Door Dash, Inc.

Communication Services
Q2 2021 Filed on Jul 21, 2021
4,200
$112.99 - $183.91 $475K - $772K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q1 2021 Filed on May 04, 2021
3,650
$56.59 - $68.31 $207K - $249K
Allianzgi Equity & Conv Inco
Q1 2021 Filed on May 04, 2021
17,768
N/A
Allianzgi Conv & Income Fd
Q1 2021 Filed on May 04, 2021
24,020
N/A
Bristol Myers Squibb CO
Q1 2021 Filed on May 04, 2021
811,275
N/A
Norbord Inc
Q1 2021 Filed on May 04, 2021
6,625
N/A
DB
Deutsche Bank Aktiengesellschaft

Financial Services
Q1 2021 Filed on May 04, 2021
11,804
$10.12 - $13.15 $119K - $155K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 04, 2021
2,500
$79.33 - $108.11 $198K - $270K
TM
Toyota Motor Corp

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
1,388
$140.41 - $161.56 $195K - $224K
Tiffany & CO New
Q1 2021 Filed on May 04, 2021
2,022
N/A
First Tr Value Line 100 Ex T
Q4 2020 Filed on Feb 01, 2021
34,801
N/A
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q4 2020 Filed on Feb 01, 2021
13,174
$5.79 - $6.45 $76.3K - $85K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
Q4 2020 Filed on Feb 01, 2021
15,630
$9.15 - $12.06 $143K - $188K
Royal Dutch Shell PLC
Q4 2020 Filed on Feb 01, 2021
10,670
N/A
FUND
Sprott Focus Trust Inc.

Financial Services
Q4 2020 Filed on Feb 01, 2021
18,085
$5.81 - $7.09 $105K - $128K
LYFT
Lyft, Inc.

Technology
Q3 2020 Filed on Nov 03, 2020
6,370
$26.77 - $33.22 $171K - $212K
Seattle Genetics Inc
Q3 2020 Filed on Nov 03, 2020
2,866
N/A
HBI
Hanesbrands Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 03, 2020
14,327
$10.77 - $16.21 $154K - $232K
SVXY
Pro Shares Trust Ii

ETFs
Q3 2020 Filed on Nov 03, 2020
12,000
$30.68 - $36.54 $368K - $438K
OMC
Omnicom Group Inc.

Communication Services
Q3 2020 Filed on Nov 03, 2020
3,812
$48.81 - $57.01 $186K - $217K
Royal Bk Scotland Group PLC
Q3 2020 Filed on Nov 03, 2020
10,007
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2020 Filed on Nov 03, 2020
7,326
$31.3 - $31.43 $229K - $230K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
Q3 2020 Filed on Nov 03, 2020
2,671
$71.58 - $81.95 $191K - $219K
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Nov 03, 2020
6,124
$23.93 - $31.98 $147K - $196K
LAMR
Lamar Advertising CO

Real Estate
Q3 2020 Filed on Nov 03, 2020
4,684
$61.98 - $70.76 $290K - $331K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q3 2020 Filed on Nov 03, 2020
5,718
$55.29 - $63.27 $316K - $362K
SHAG
Wisdomtree Yield Enhanced U.S.
Q3 2020 Filed on Nov 03, 2020
6,951
N/A
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
Q3 2020 Filed on Nov 03, 2020
12,871
$10.38 - $11.46 $134K - $148K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q3 2020 Filed on Nov 03, 2020
20,163
$101.36 - $112.97 $2.04M - $2.28M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
Q3 2020 Filed on Nov 03, 2020
13,297
$24.5 - $25.64 $326K - $341K
CRF
Cornerstone Total Return Fund Inc

Financial Services
Q3 2020 Filed on Nov 03, 2020
11,369
$10.07 - $11.3 $114K - $128K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q3 2020 Filed on Nov 03, 2020
26,323
$23.99 - $27.63 $631K - $727K
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