Institute For Wealth Management, Llc. Options Holdings

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
NVDA
Nvidia Corp

Technology
PUT
$1.72 Million
12.8K
Q4 2024
New holding
AVGO
Broadcom Inc.

Technology
CALL
$231,000
1K
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 507
  • Current Value $788 Million
  • Prior Value $781 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 247 stocks
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