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
Red Hat Inc	Q3 2019 Filed on Oct 28, 2019	3,777	N/A
Oaktree Cap Group LLC	Q3 2019 Filed on Oct 28, 2019	4,984	N/A
WPC W. P. Carey Inc. Real Estate	Q3 2019 Filed on Oct 28, 2019	3,306	$80.33 - $91.62 $266K - $303K
CL Colgate Palmolive CO Consumer Defensive	Q3 2019 Filed on Oct 28, 2019	6,447	$68.8 - $75.57 $444K - $487K
BTI British American Tobacco P.L.C. Consumer Defensive	Q3 2019 Filed on Oct 28, 2019	6,083	$34.18 - $38.96 $208K - $237K
BIBL Northern Lts Fd Tr Iv ETFs	Q2 2019 Filed on Aug 02, 2019	59,017	N/A
EPPRC El Paso Enr Cp Tsti 4.75%	Q2 2019 Filed on Aug 02, 2019	12,290	N/A
Dowdupont Inc	Q2 2019 Filed on Aug 02, 2019	56,935	N/A
Blackstone Group L P	Q2 2019 Filed on Aug 02, 2019	17,469	N/A
DLR Digital Realty Trust, Inc. Real Estate	Q2 2019 Filed on Aug 02, 2019	7,693	$112.8 - $124.88 $868K - $961K
Msg Network Inc	Q2 2019 Filed on Aug 02, 2019	9,669	N/A
ISMD Northern Lts Fd Tr Iv ETFs	Q2 2019 Filed on Aug 02, 2019	59,200	N/A
TEVA Teva Pharmaceutical Industries LTD Healthcare	Q2 2019 Filed on Aug 02, 2019	140,000,000	$8.12 - $15.72 $1.14B - $2.2B
Rite Aid Corp	Q2 2019 Filed on Aug 02, 2019	104,060	N/A
Globalscape Inc	Q2 2019 Filed on Aug 02, 2019	10,000	N/A
GENC Gencor Industries Inc Industrials	Q1 2019 Filed on May 15, 2019	11,501	$11.12 - $14.44 $128K - $166K
GWGHQ Gwg Holdings, Inc.	Q1 2019 Filed on May 15, 2019	100,000	$7.52 - $12.53 $752K - $1.25M
Twenty First Centy Fox Inc	Q1 2019 Filed on May 15, 2019	14,047	N/A
CB Chubb LTD Financial Services	Q1 2019 Filed on May 15, 2019	2,235	$124.67 - $140.08 $279K - $313K
Apptio Inc	Q1 2019 Filed on May 15, 2019	13,600	N/A
M Macy'S, Inc. Consumer Cyclical	Q1 2019 Filed on May 15, 2019	7,773	$23.09 - $31.72 $179K - $247K
GAM General American Investors CO Inc Financial Services	Q1 2019 Filed on May 15, 2019	34,282	$28.28 - $33.61 $969K - $1.15M
Allianzgi Nfj Divid Int & Pr	Q1 2019 Filed on May 15, 2019	12,208	N/A
Callon Pete CO Del	Q1 2019 Filed on May 15, 2019	54,200	N/A
Bank Amer Corp	Q1 2019 Filed on May 15, 2019	33,015	N/A
Hci Group Inc	Q1 2019 Filed on May 15, 2019	10,000	N/A
SMFG Sumitomo Mitsui Financial Group, Inc. Financial Services	Q1 2019 Filed on May 15, 2019	17,535	$6.62 - $7.44 $116K - $130K
VALE Vale S.A. Basic Materials	Q1 2019 Filed on May 15, 2019	15,468	$11.17 - $14.86 $173K - $230K
HRB H&R Block Inc Consumer Cyclical	Q1 2019 Filed on May 15, 2019	25,957	$23.53 - $25.91 $611K - $673K
Invesco Exchange Traded Fd T	Q1 2019 Filed on May 15, 2019	20,549	N/A
GCV Gabelli Convertible & Income Securities Fund Inc Financial Services	Q1 2019 Filed on May 15, 2019	15,152	$4.37 - $5.27 $66.2K - $79.9K
RWO Spdr Dow Jones Global Real Est ETFs	Q4 2018 Filed on Feb 08, 2019	10,399	N/A
BWX Spdr Bloomberg International T ETFs	Q4 2018 Filed on Feb 08, 2019	16,011	N/A
BKF Ishares Mcsi Bic ETF ETFs	Q4 2018 Filed on Feb 08, 2019	16,610	N/A
Wisdomtree Tr	Q4 2018 Filed on Feb 08, 2019	21,438	N/A
Apache Corp	Q4 2018 Filed on Feb 08, 2019	11,599	N/A
Spinnaker ETF Tr	Q4 2018 Filed on Feb 08, 2019	43,564	N/A
Dell Technologies Inc	Q4 2018 Filed on Feb 08, 2019	14,327	N/A
LMNR Limoneira CO Consumer Defensive	Q4 2018 Filed on Feb 08, 2019	15,360	$18.28 - $25.91 $281K - $398K
AIA Ishares S&P Asia 50 ETF ETFs	Q3 2018 Filed on Oct 29, 2018	12,935	$59.76 - $64.12 $773K - $829K
SLV I Shares Silver Trust ETFs	Q3 2018 Filed on Oct 29, 2018	6,700	$13.23 - $15.17 $88.6K - $102K
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	14,919	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	44,593	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	23,013	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	28,176	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	10,705	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	22,990	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	63,472	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	43,776	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Aug 10, 2018	23,641	N/A

Track This Portfolio

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.