Institute For Wealth Management, Llc. Options Holdings

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
VKTX
Viking Therapeutics, Inc.

Healthcare
CALL
$10,000
400
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 558
  • Current Value $929 Million
  • Prior Value $874 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 45 stocks
  • Additional Purchases 163 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 255 stocks
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