Institute For Wealth Management, Llc. Options Holdings

Institute For Wealth Management, Llc.

  • $766 Million
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$1.88 Million
3.6K
Q1 2024
Added 260.0%
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$1.01 Million
4.8K
Q1 2024
Reduced 26.15%
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$666,000
1.5K
Q3 2023
Reduced 94.3%
IWN
Ishares Russell2000 Val ETF

ETFs
CALL
$555,000
3.5K
Q1 2024
Reduced 56.25%

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
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