13F-HR filed by Institute for Wealth Management, LLC.
Institute for Wealth Management, LLC. filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-30, with 505 holding rows worth $775,897,810.
- Accession
- 0001533954-24-000003
- Filer
- CIK 1533954
- Filed
- 2024-04-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 505 entries on the cover page, a total value of $775,897,810 stated on the cover page (in dollars after the unit check, H1), rows summing to $775,897,810 with VALUE read as dollars as filed, 13F file number 028-14899. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BLACKROCK ENHANCED EQUITY DI | 09251A104 | COM | 12,988 | $107,151 | dollars as filed | |
| TILRAY INC | 88688T100 | COM CL 2 | 40,158 | $99,190 | dollars as filed | |
| QUANTUMSCAPE CORP COM CL A | 74767V109 | Stock | 11,600 | $72,964 | dollars as filed | |
| GABELLI EQUITY TR INC COM | 362397101 | CEF | 11,233 | $62,007 | dollars as filed | |
| GLOBALSTAR INC | 378973408 | COM | 10,000 | $14,700 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001533954-24-000003 | this filing | 2024-04-30 | acceptance time not in the bulk data set |