Institute For Wealth Management, Llc. Asset Management

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$2.62 Million 0.3% of portfolio
17,548
Q2 2025 Added 1.36%
$4.76B
$2.29 Million 0.26% of portfolio
74,326
Q2 2025 Reduced 1.0%
$31.8B
$2.22 Million 0.25% of portfolio
12,828
Q2 2025 Reduced 19.98%
$125B
$1.45 Million 0.17% of portfolio
10,903
Q2 2025 Reduced 8.99%
$81.8B
$874,000 0.1% of portfolio
6,162
Q2 2025 Reduced 19.06%
$1.37B
$812,000 0.09% of portfolio
16,982
Q2 2025 Reduced 4.55%
$0
$623,000 0.07% of portfolio
59,294
Q2 2025 Added 10.44%
$0
$596,000 0.07% of portfolio
87,533
Q2 2025 Added 11.23%
$0
$572,000 0.07% of portfolio
55,858
Q2 2025 Reduced 0.91%
$0
$512,000 0.06% of portfolio
19,707
Q1 2025 Reduced 0.2%
$0
$406,000 0.05% of portfolio
28,315
Q4 2024 Reduced 1.2%
$0
$381,000 0.04% of portfolio
10,784
Q3 2024 Reduced 0.19%
$0
$359,000 0.04% of portfolio
15,054
Q2 2025 Reduced 0.65%
$0
$315,000 0.04% of portfolio
25,774
Q2 2025 Added 92.07%
$53.5B
$311,000 0.04% of portfolio
584
Q1 2025 Added 3.55%
$0
$302,000 0.03% of portfolio
16,602
Q2 2025 Reduced 2.43%
$11.8B
$267,000 0.03% of portfolio
2,982
Q2 2025 New
$0
$256,000 0.03% of portfolio
12,012
Q2 2025 Reduced 14.73%
$0
$239,000 0.03% of portfolio
49,004
Q2 2025 Reduced 0.81%
$0
$231,000 0.03% of portfolio
12,205
Q2 2025 Added 0.41%
$1.06B
$218,000 0.02% of portfolio
8,577
Q2 2025 New
$0
$210,000 0.02% of portfolio
8,992
Q1 2025 Reduced 10.01%
$0
$209,000 0.02% of portfolio
15,036
Q2 2025 Added 9.51%
$0
$208,000 0.02% of portfolio
29,300
Q2 2025 Reduced 3.93%
$0
$184,000 0.02% of portfolio
19,948
Q2 2025 Reduced 3.63%
$0
$155,000 0.02% of portfolio
13,804
Q2 2023 New
$0
$147,000 0.02% of portfolio
14,333
Q2 2025 New
$0
$143,000 0.02% of portfolio
15,100
Q2 2023 New
$0
$140,000 0.02% of portfolio
15,400
Q1 2023 New
$0
$60,000 0.01% of portfolio
14,571
Q1 2025 Reduced 8.62%
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