Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
TEVA Teva Pharmaceutical Industries LTD Healthcare	Q2 2019 Filed on Aug 02, 2019	140,000,000	$8.12 - $15.72 $1.14B - $2.2B
Globalscape Inc	Q2 2019 Filed on Aug 02, 2019	10,000	N/A
Hci Group Inc	Q1 2019 Filed on May 15, 2019	10,000	N/A
Callon Pete CO Del	Q1 2019 Filed on May 15, 2019	54,200	N/A
GWGHQ Gwg Holdings, Inc.	Q1 2019 Filed on May 15, 2019	100,000	$7.52 - $12.53 $752K - $1.25M
GENC Gencor Industries Inc Industrials	Q1 2019 Filed on May 15, 2019	11,501	$11.12 - $14.44 $128K - $166K
Twenty First Centy Fox Inc	Q1 2019 Filed on May 15, 2019	14,047	N/A
Allianzgi Nfj Divid Int & Pr	Q1 2019 Filed on May 15, 2019	12,208	N/A
VALE Vale S.A. Basic Materials	Q1 2019 Filed on May 15, 2019	15,468	$11.17 - $14.86 $173K - $230K
CB Chubb LTD Financial Services	Q1 2019 Filed on May 15, 2019	2,235	$124.67 - $140.08 $279K - $313K
Bank Amer Corp	Q1 2019 Filed on May 15, 2019	33,015	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
Invesco Exchange Traded Fd T	Q1 2019 Filed on May 15, 2019	20,549	N/A
M Macy'S, Inc. Consumer Cyclical	Q1 2019 Filed on May 15, 2019	7,773	$23.09 - $31.72 $179K - $247K
Apptio Inc	Q1 2019 Filed on May 15, 2019	13,600	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
GAM General American Investors CO Inc Financial Services	Q1 2019 Filed on May 15, 2019	34,282	$28.28 - $33.61 $969K - $1.15M
Apache Corp	Q4 2018 Filed on Feb 08, 2019	11,599	N/A
Wisdomtree Tr	Q4 2018 Filed on Feb 08, 2019	21,438	N/A
LMNR Limoneira CO Consumer Defensive	Q4 2018 Filed on Feb 08, 2019	15,360	$18.28 - $25.91 $281K - $398K
Dell Technologies Inc	Q4 2018 Filed on Feb 08, 2019	14,327	N/A
BKF Ishares Mcsi Bic ETF ETFs	Q4 2018 Filed on Feb 08, 2019	16,610	N/A
BWX Spdr Bloomberg International T ETFs	Q4 2018 Filed on Feb 08, 2019	16,011	N/A
RWO Spdr Dow Jones Global Real Est ETFs	Q4 2018 Filed on Feb 08, 2019	10,399	N/A
Spinnaker ETF Tr	Q4 2018 Filed on Feb 08, 2019	43,564	N/A
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
CAJ Canon Inc Technology	Q2 2018 Filed on Aug 10, 2018	24,429	$32.35 - $36.72 $790K - $897K
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	63,860	N/A
Mcdermott Intl Inc	Q2 2018 Filed on Aug 10, 2018	46,234	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	67,960	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	24,514	N/A
La Quinta Hldgs Inc	Q2 2018 Filed on Aug 10, 2018	11,615	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	10,570	N/A
AKAM Akamai Technologies Inc Technology	Q2 2018 Filed on Aug 10, 2018	26,254	$69.25 - $82.58 $1.82M - $2.17M
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	11,167	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	35,554	N/A
MUFG Mitsubishi Ufj Financial Group Inc Financial Services	Q2 2018 Filed on Aug 10, 2018	119,576	$5.57 - $6.82 $666K - $816K
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	20,049	N/A
VOD Vodafone Group Public LTD CO Communication Services	Q2 2018 Filed on Aug 10, 2018	7,055	$24.04 - $30.07 $170K - $212K
Powershares Qqq Trust	Q2 2018 Filed on Aug 10, 2018	18,750	N/A
Fqf Tr	Q2 2018 Filed on Aug 10, 2018	10,315	N/A
QAI Iq Hedge Multi Strategy Compos ETFs	Q2 2018 Filed on Aug 10, 2018	10,345	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	26,344	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	30,696	N/A
Powershares Db Cmdty Idx Tra	Q2 2018 Filed on Aug 10, 2018	32,489	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Aug 10, 2018	23,641	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	14,919	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 10, 2018	43,776	N/A

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