Institute for Wealth Management, LLC. - STRATEGY SHS ownership

STRATEGY SHS's ticker is HNDL and the CUSIP is 86280R506. A total of 139 filers reported holding STRATEGY SHS in Q1 2022. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of STRATEGY SHS
ValueSharesWeighting
Q3 2023$227,112
-15.0%
11,884
-9.6%
0.04%
-8.9%
Q2 2023$267,196
+7.1%
13,143
+6.6%
0.04%
-6.2%
Q1 2023$249,380
+2.6%
12,327
-0.7%
0.05%
-5.9%
Q4 2022$243,144
+11.5%
12,418
+9.3%
0.05%
+4.1%
Q3 2022$218,000
-27.3%
11,360
-22.0%
0.05%
-16.9%
Q2 2022$300,000
-22.7%
14,573
-9.3%
0.06%
-6.3%
Q1 2022$388,000
+5.1%
16,074
+13.1%
0.06%
+5.0%
Q4 2021$369,000
+8.2%
14,208
+3.9%
0.06%0.0%
Q3 2021$341,000
+17.2%
13,677
+20.5%
0.06%
+17.6%
Q2 2021$291,00011,3500.05%
Other shareholders
STRATEGY SHS shareholders Q1 2022
NameSharesValueWeighting ↓
Asset Allocation Strategies LLC 319,901$6,113,2822.82%
Kades & Cheifetz LLC 158,524$3,029,3932.40%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 401,689$7,676,2801.85%
Accel Wealth Management 77,942$1,489,4630.83%
Berger Financial Group, Inc 325,091$6,212,4910.71%
BEAM WEALTH ADVISORS, INC. 43,365$828,7050.59%
GeoWealth Management, LLC 196,156$3,7490.42%
Clearview Wealth Advisors LLC 15,636$298,7960.37%
Cadent Capital Advisors, LLC 41,999$802,6010.33%
Capital Advisory Group Advisory Services, LLC 23,798$454,7800.26%
View complete list of STRATEGY SHS shareholders