Institute For Wealth Management, Llc. Options Holdings

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025

Options Holdings Table

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

Technology
PUT
$1.39 Million
12.8K
Q4 2024
New holding
SNOW
Snowflake Inc.

Technology
CALL
$116,000
800
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 526
  • Current Value $763 Million
  • Prior Value $788 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 46 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 230 stocks
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