Institute For Wealth Management, Llc. Asset Management

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$101B
$3.03 Million 0.33% of portfolio
17,742
Q3 2025 Added 1.11%
$4.33B
$2.06 Million 0.22% of portfolio
79,155
Q3 2025 Added 6.5%
$26.3B
$1.96 Million 0.21% of portfolio
12,259
Q3 2025 Reduced 4.44%
$102B
$1.4 Million 0.15% of portfolio
10,736
Q3 2025 Reduced 1.53%
$1.38B
$853,000 0.09% of portfolio
16,608
Q3 2025 Reduced 2.2%
$78.3B
$820,000 0.09% of portfolio
6,156
Q3 2025 Reduced 0.1%
$0
$667,000 0.07% of portfolio
61,906
Q3 2025 Added 4.41%
$0
$648,000 0.07% of portfolio
55,884
Q3 2025 Added 0.05%
$0
$564,000 0.06% of portfolio
88,961
Q3 2025 Added 1.63%
$0
$524,000 0.06% of portfolio
19,323
Q3 2025 Reduced 1.95%
$0
$421,000 0.05% of portfolio
28,315
Q4 2024 Reduced 1.2%
$0
$388,000 0.04% of portfolio
10,784
Q3 2024 Reduced 0.19%
$0
$371,000 0.04% of portfolio
14,793
Q3 2025 Reduced 1.73%
$0
$358,000 0.04% of portfolio
29,228
Q3 2025 Added 13.4%
$0
$355,000 0.04% of portfolio
41,460
Q3 2025 Added 26.72%
$0
$300,000 0.03% of portfolio
15,597
Q3 2025 Reduced 6.05%
$11B
$285,000 0.03% of portfolio
3,362
Q3 2025 Added 12.74%
$0
$273,000 0.03% of portfolio
11,872
Q3 2025 Reduced 1.17%
$0
$242,000 0.03% of portfolio
12,257
Q3 2025 Added 0.43%
$0
$241,000 0.03% of portfolio
49,004
Q2 2025 Reduced 0.81%
$0
$239,000 0.03% of portfolio
16,619
Q3 2025 Added 10.53%
$0
$223,000 0.02% of portfolio
8,992
Q1 2025 Reduced 10.01%
$0
$220,000 0.02% of portfolio
29,300
Q2 2025 Reduced 3.93%
$0
$207,000 0.02% of portfolio
19,948
Q2 2025 Reduced 3.63%
$1.06B
$184,000 0.02% of portfolio
7,220
Q3 2025 Reduced 15.82%
$0
$180,000 0.02% of portfolio
14,333
Q2 2025 New
$0
$161,000 0.02% of portfolio
13,804
Q2 2023 New
$0
$152,000 0.02% of portfolio
15,100
Q2 2023 New
$0
$148,000 0.02% of portfolio
15,400
Q1 2023 New
$0
$57,000 0.01% of portfolio
13,416
Q3 2025 Reduced 7.93%
Filter Shares Options
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email