Institute For Wealth Management, Llc. Options Holdings
Institute For Wealth Management, Llc.
- $766 Million
- Q1 2024
Summary
- Portfolio
- No. of Stocks 505
- Current Value $766 Million
- Prior Value $608 Million
- Filing
- Period Q1 2024
- Filing Date April 30, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 45 stocks
- Additional Purchases 163 stocks
- Sold out of 0 stocks
- Reduced holdings in 210 stocks