$339 Million is the total value of Institute for Wealth Management, LLC.'s 255 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 102.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Exit | MICROSOFT CORPput | $0 | – | 0 | +100.0% | 0.00% | – |
| HCA | Exit | HCA HEALTHCARE INCcall | $0 | – | 0 | +100.0% | 0.00% | – |
| BAC | Exit | BANK AMER CORPput | $0 | – | 0 | +100.0% | 0.00% | – |
| GENC | Exit | GENCOR INDS INC | $0 | – | -10,701 | -100.0% | 0.00% | – |
| T | Exit | AT&T INCput | $0 | – | 0 | +100.0% | 0.00% | – |
| MU | Exit | MICRON TECHNOLOGY INCcall | $0 | – | -1 | -100.0% | -0.00% | – |
| Exit | HCI GROUP INCnote 3.875% 3/1 | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| Exit | ICONIX BRAND GROUP INCnote 1.500% 3/1 | $0 | – | -28,000 | -100.0% | -0.01% | – | |
| Exit | PROSPECT CAPITAL CORPORATIONnote 4.950% 7/1 | $0 | – | -20,000 | -100.0% | -0.01% | – | |
| Exit | SOLARCITY CORPnote 2.750%11/0 | $0 | – | -25,000 | -100.0% | -0.01% | – | |
| ODP | Exit | OFFICE DEPOT INC | $0 | – | -10,042 | -100.0% | -0.01% | – |
| FVE | Exit | FIVE STAR SENIOR LIVING INC | $0 | – | -22,153 | -100.0% | -0.01% | – |
| CIG | Exit | COMPANHIA ENERGETICA DE MINAsp adr n-v pfd | $0 | – | -21,314 | -100.0% | -0.01% | – |
| RAD | Exit | RITE AID CORP | $0 | – | -34,958 | -100.0% | -0.02% | – |
| GSAT | Exit | GLOBALSTAR INC | $0 | – | -50,000 | -100.0% | -0.02% | – |
| NCV | Exit | ALLIANZGI CONV & INCOME FD | $0 | – | -10,459 | -100.0% | -0.02% | – |
| BKT | Exit | BLACKROCK INCOME TR INC | $0 | – | -11,684 | -100.0% | -0.02% | – |
| GAB | Exit | GABELLI EQUITY TR INC | $0 | – | -11,833 | -100.0% | -0.02% | – |
| TXMD | Exit | THERAPEUTICSMD INC | $0 | – | -13,180 | -100.0% | -0.02% | – |
| MIN | Exit | MFS INTER INCOME TRsh ben int | $0 | – | -19,225 | -100.0% | -0.02% | – |
| MXWL | Exit | MAXWELL TECHNOLOGIES INC | $0 | – | -16,996 | -100.0% | -0.02% | – |
| IAF | Exit | ABERDEEN AUSTRALIA EQTY FD I | $0 | – | -17,770 | -100.0% | -0.03% | – |
| FI | Exit | FRANKS INTL N V | $0 | – | -17,295 | -100.0% | -0.03% | – |
| RBS | Exit | ROYAL BK SCOTLAND GROUP PLCspons adr 2 ord | $0 | – | -16,310 | -100.0% | -0.03% | – |
| GLO | Exit | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $0 | – | -11,697 | -100.0% | -0.03% | – |
| MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -10,000 | -100.0% | -0.03% | – |
| SBS | Exit | COMPANHIA DE SANEAMENTO BASIsponsored adr | $0 | – | -13,623 | -100.0% | -0.03% | – |
| BGB | Exit | BLACKSTONE GSO STRATEGIC CR | $0 | – | -10,619 | -100.0% | -0.04% | – |
| ETY | Exit | EATON VANCE TX MGD DIV EQ IN | $0 | – | -13,179 | -100.0% | -0.04% | – |
| NUV | Exit | NUVEEN MUN VALUE FD INC | $0 | – | -18,135 | -100.0% | -0.04% | – |
| KLAC | Exit | KLA-TENCOR CORP | $0 | – | -1,899 | -100.0% | -0.05% | – |
| KBE | Exit | SPDR SERIES TRUSTs&p bk etf | $0 | – | -4,178 | -100.0% | -0.05% | – |
| ETG | Exit | EATON VANCE TX ADV GLBL DIV | $0 | – | -11,367 | -100.0% | -0.05% | – |
| CHY | Exit | CALAMOS CONV & HIGH INCOME F | $0 | – | -16,912 | -100.0% | -0.05% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -950 | -100.0% | -0.05% | – |
| FGEN | Exit | FIBROGEN INC | $0 | – | -4,300 | -100.0% | -0.05% | – |
| AET | Exit | AETNA INC NEW | $0 | – | -1,162 | -100.0% | -0.05% | – |
| FDL | Exit | FIRST TR MORNINGSTAR DIV LEA | $0 | – | -6,916 | -100.0% | -0.05% | – |
| MSGN | Exit | MSG NETWORK INCcl a | $0 | – | -10,474 | -100.0% | -0.05% | – |
| INTU | Exit | INTUIT | $0 | – | -1,306 | -100.0% | -0.05% | – |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -4,255 | -100.0% | -0.05% | – |
| VFC | Exit | V F CORP | $0 | – | -2,868 | -100.0% | -0.05% | – |
| PCAR | Exit | PACCAR INC | $0 | – | -3,059 | -100.0% | -0.05% | – |
| TY | Exit | TRI CONTL CORP | $0 | – | -8,197 | -100.0% | -0.05% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -1,377 | -100.0% | -0.05% | – |
| SCHW | Exit | SCHWAB CHARLES CORP NEW | $0 | – | -4,283 | -100.0% | -0.05% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -1,772 | -100.0% | -0.05% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -1,320 | -100.0% | -0.05% | – |
| QQEW | Exit | FIRST TR NAS100 EQ WEIGHTED | $0 | – | -3,855 | -100.0% | -0.05% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -735 | -100.0% | -0.05% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -561 | -100.0% | -0.05% | – |
| DOO | Exit | WISDOMTREE TRintl div ex finl | $0 | – | -5,390 | -100.0% | -0.05% | – |
| CAA | Exit | CALATLANTIC GROUP INC | $0 | – | -4,199 | -100.0% | -0.06% | – |
| JQC | Exit | NUVEEN CR STRATEGIES INCM FD | $0 | – | -29,441 | -100.0% | -0.06% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2,192 | -100.0% | -0.06% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -641 | -100.0% | -0.06% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -1,087 | -100.0% | -0.06% | – |
| FFIV | Exit | F5 NETWORKS INC | $0 | – | -1,875 | -100.0% | -0.06% | – |
| ETO | Exit | EATON VANCE TX ADV GLB DIV O | $0 | – | -9,561 | -100.0% | -0.06% | – |
| CAPE | Exit | BARCLAYS BK PLCbarc etn+shill | $0 | – | -2,173 | -100.0% | -0.06% | – |
| LM | Exit | LEGG MASON INC | $0 | – | -6,013 | -100.0% | -0.06% | – |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -3,311 | -100.0% | -0.06% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -6,291 | -100.0% | -0.06% | – |
| MGM | Exit | MGM RESORTS INTERNATIONAL | $0 | – | -7,710 | -100.0% | -0.06% | – |
| PIE | Exit | POWERSHARES ETF TRUST IIdwa emkt mom ptf | $0 | – | -12,624 | -100.0% | -0.06% | – |
| BBT | Exit | BB&T CORP | $0 | – | -5,246 | -100.0% | -0.06% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -3,952 | -100.0% | -0.06% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,759 | -100.0% | -0.06% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -4,465 | -100.0% | -0.06% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -3,871 | -100.0% | -0.06% | – |
| EWW | Exit | ISHARES INCmsci mexico etf | $0 | – | -5,615 | -100.0% | -0.06% | – |
| CGNX | Exit | COGNEX CORP | $0 | – | -4,490 | -100.0% | -0.06% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -2,129 | -100.0% | -0.06% | – |
| DATA | Exit | TABLEAU SOFTWARE INCcl a | $0 | – | -3,983 | -100.0% | -0.06% | – |
| CVY | Exit | CLAYMORE EXCHANGE TRD FD TRgug multi asset | $0 | – | -12,627 | -100.0% | -0.07% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -2,879 | -100.0% | -0.07% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -3,964 | -100.0% | -0.07% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -3,472 | -100.0% | -0.07% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -2,093 | -100.0% | -0.07% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -4,276 | -100.0% | -0.07% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -2,773 | -100.0% | -0.07% | – |
| AAL | Exit | AMERICAN AIRLS GROUP INC | $0 | – | -6,095 | -100.0% | -0.07% | – |
| HQY | Exit | HEALTHEQUITY INC | $0 | – | -6,775 | -100.0% | -0.07% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -4,178 | -100.0% | -0.07% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -2,099 | -100.0% | -0.08% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -5,657 | -100.0% | -0.08% | – |
| SDY | Exit | SPDR SERIES TRUSTs&p divid etf | $0 | – | -3,452 | -100.0% | -0.08% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -3,082 | -100.0% | -0.08% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -1,574 | -100.0% | -0.08% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -2,877 | -100.0% | -0.08% | – |
| MAS | Exit | MASCO CORP | $0 | – | -7,788 | -100.0% | -0.08% | – |
| WBC | Exit | WABCO HLDGS INC | $0 | – | -2,395 | -100.0% | -0.08% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -6,639 | -100.0% | -0.08% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -6,893 | -100.0% | -0.08% | – |
| USMV | Exit | ISHARES TRmin vol usa etf | $0 | – | -6,731 | -100.0% | -0.08% | – |
| JNK | Exit | SPDR SERIES TRUSTbloomberg brclys | $0 | – | -9,745 | -100.0% | -0.08% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -1,655 | -100.0% | -0.08% | – |
| POT | Exit | POTASH CORP SASK INC | $0 | – | -18,344 | -100.0% | -0.09% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -4,647 | -100.0% | -0.09% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -5,468 | -100.0% | -0.09% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -6,555 | -100.0% | -0.09% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -2,768 | -100.0% | -0.09% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -6,765 | -100.0% | -0.10% | – |
| PHYS | Exit | SPROTT PHYSICAL GOLD TRUSTunit | $0 | – | -38,519 | -100.0% | -0.10% | – |
| GNCMA | Exit | GENERAL COMMUNICATION INCcl a | $0 | – | -10,603 | -100.0% | -0.10% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -3,105 | -100.0% | -0.10% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -3,359 | -100.0% | -0.10% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -2,410 | -100.0% | -0.10% | – |
| HES | Exit | HESS CORP | $0 | – | -9,003 | -100.0% | -0.10% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -4,147 | -100.0% | -0.10% | – |
| VYM | Exit | VANGUARD WHITEHALL FDS INChigh div yld | $0 | – | -5,111 | -100.0% | -0.10% | – |
| RHT | Exit | RED HAT INC | $0 | – | -3,682 | -100.0% | -0.10% | – |
| QRVO | Exit | QORVO INC | $0 | – | -6,727 | -100.0% | -0.10% | – |
| DE | Exit | DEERE & CO | $0 | – | -2,914 | -100.0% | -0.11% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -16,487 | -100.0% | -0.11% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -5,967 | -100.0% | -0.11% | – |
| WYNN | Exit | WYNN RESORTS LTD | $0 | – | -2,827 | -100.0% | -0.11% | – |
| MTN | Exit | VAIL RESORTS INC | $0 | – | -2,218 | -100.0% | -0.11% | – |
| CBS | Exit | CBS CORP NEWcl b | $0 | – | -8,093 | -100.0% | -0.11% | – |
| JPMWS | Exit | JPMORGAN CHASE & CO*w exp 10/28/201 | $0 | – | -7,165 | -100.0% | -0.11% | – |
| JWN | Exit | NORDSTROM INC | $0 | – | -10,047 | -100.0% | -0.11% | – |
| INCY | Exit | INCYTE CORP | $0 | – | -5,032 | -100.0% | -0.11% | – |
| ANDV | Exit | ANDEAVOR | $0 | – | -4,247 | -100.0% | -0.11% | – |
| WMT | Exit | WAL-MART STORES INC | $0 | – | -4,968 | -100.0% | -0.12% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -9,633 | -100.0% | -0.12% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -6,594 | -100.0% | -0.12% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -3,441 | -100.0% | -0.12% | – |
| RSP | Exit | RYDEX ETF TRUSTgug s&p500 eq wt | $0 | – | -5,230 | -100.0% | -0.12% | – |
| WDC | Exit | WESTERN DIGITAL CORP | $0 | – | -6,862 | -100.0% | -0.13% | – |
| VCLT | Exit | VANGUARD SCOTTSDALE FDSlg-term cor bd | $0 | – | -5,684 | -100.0% | -0.13% | – |
| DHR | Exit | DANAHER CORP DEL | $0 | – | -6,134 | -100.0% | -0.13% | – |
| LNG | Exit | CHENIERE ENERGY INC | $0 | – | -10,492 | -100.0% | -0.13% | – |
| CWB | Exit | SPDR SERIES TRUSTblmbrg brc cnvrt | $0 | – | -11,082 | -100.0% | -0.13% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -1,755 | -100.0% | -0.13% | – |
| MHK | Exit | MOHAWK INDS INC | $0 | – | -2,047 | -100.0% | -0.13% | – |
| EZM | Exit | WISDOMTREE TRus midcp earning | $0 | – | -14,372 | -100.0% | -0.13% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -6,275 | -100.0% | -0.14% | – |
| DIA | Exit | SPDR DOW JONES INDL AVRG ETFut ser 1 | $0 | – | -2,448 | -100.0% | -0.14% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -7,457 | -100.0% | -0.14% | – |
| DTD | Exit | WISDOMTREE TRus total dividnd | $0 | – | -6,731 | -100.0% | -0.14% | – |
| PRFZ | Exit | POWERSHARES ETF TRUSTftse us1500 sm | $0 | – | -4,872 | -100.0% | -0.15% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -2,908 | -100.0% | -0.15% | – |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -9,053 | -100.0% | -0.15% | – |
| DLTR | Exit | DOLLAR TREE INC | $0 | – | -6,541 | -100.0% | -0.16% | – |
| PCLN | Exit | PRICELINE GRP INC | $0 | – | -414 | -100.0% | -0.16% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -10,221 | -100.0% | -0.16% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -21,486 | -100.0% | -0.17% | – |
| ISMD | Exit | NORTHERN LTS FD TR IVinspire smal etf | $0 | – | -27,910 | -100.0% | -0.17% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -4,966 | -100.0% | -0.17% | – |
| BLES | Exit | NORTHERN LTS FD TR IVinspire gbl hope | $0 | – | -26,698 | -100.0% | -0.18% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -7,266 | -100.0% | -0.18% | – |
| CI | Exit | CIGNA CORPORATION | $0 | – | -3,877 | -100.0% | -0.18% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -7,622 | -100.0% | -0.18% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -4,789 | -100.0% | -0.19% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -9,700 | -100.0% | -0.20% | – |
| TSLA | Exit | TESLA INC | $0 | – | -2,814 | -100.0% | -0.20% | – |
| DTN | Exit | WISDOMTREE TRus divid ex fncl | $0 | – | -10,078 | -100.0% | -0.20% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -9,655 | -100.0% | -0.21% | – |
| DHS | Exit | WISDOMTREE TRus high dividend | $0 | – | -12,317 | -100.0% | -0.21% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -6,267 | -100.0% | -0.21% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -7,944 | -100.0% | -0.21% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -6,971 | -100.0% | -0.22% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -6,333 | -100.0% | -0.22% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -6,301 | -100.0% | -0.23% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -13,877 | -100.0% | -0.23% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -4 | -100.0% | -0.28% | – |
| PGR | Exit | PROGRESSIVE CORP OHIO | $0 | – | -21,109 | -100.0% | -0.28% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -6,786 | -100.0% | -0.29% | – |
| NUAN | Exit | NUANCE COMMUNICATIONS INC | $0 | – | -76,575 | -100.0% | -0.29% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -6,917 | -100.0% | -0.30% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -7,111 | -100.0% | -0.31% | – |
| CSD | Exit | CLAYMORE EXCHANGE TRD FD TRgugg s&p spinoff | $0 | – | -27,147 | -100.0% | -0.33% | – |
| LKQ | Exit | LKQ CORP | $0 | – | -41,418 | -100.0% | -0.38% | – |
| MINI | Exit | MOBILE MINI INC | $0 | – | -49,002 | -100.0% | -0.39% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -5,452 | -100.0% | -0.46% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -36,484 | -100.0% | -0.54% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -9,615 | -100.0% | -0.55% | – |
| GSY | Exit | CLAYMORE EXCHANGE TRD FD TRgugg ultr sh dur | $0 | – | -54,280 | -100.0% | -0.63% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -29,913 | -100.0% | -0.64% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -57,396 | -100.0% | -1.13% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -4,879 | -100.0% | -1.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 37 | Q3 2023 | 30.3% |
| SELECT SECTOR SPDR TR | 37 | Q3 2023 | 4.0% |
| SELECT SECTOR SPDR TR | 36 | Q3 2023 | 2.0% |
| ISHARES TR | 34 | Q3 2023 | 14.0% |
| VANGUARD INDEX FDS | 34 | Q3 2023 | 4.9% |
| SELECT SECTOR SPDR TR | 34 | Q3 2023 | 1.9% |
| SELECT SECTOR SPDR TR | 34 | Q3 2023 | 3.4% |
| SELECT SECTOR SPDR TR | 32 | Q3 2023 | 4.4% |
| VANGUARD INTL EQUITY INDEX F | 32 | Q3 2023 | 2.1% |
| WISDOMTREE TRUST | 32 | Q3 2023 | 3.5% |
View Institute for Wealth Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-21 |
View Institute for Wealth Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.