List of top 200 securities held by Institute for Wealth Management LLC.:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
What is insider trading>>
Quarter: 2025Q1
Report Date Time: 2025-04-21 12:28:17
Total Holdings: 517
Assets Under Management (AUM) :
$770,884,224 ($770.88M)
Reporting Manager: Jeff Jorgensen
Address:
9878 W. Belleview Ave.
#2306
Denver, CO 80123
Since : total money flow = , gains and losses =
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