Institute For Wealth Management, Llc. Options Holdings

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$827,000
1.5K
Q2 2025
New holding
MOH
Molina Healthcare, Inc.

Healthcare
PUT
$29,000
100
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 561
  • Current Value $874 Million
  • Prior Value $763 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 40 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 275 stocks
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