13F-HR filed by Institute for Wealth Management, LLC.
Institute for Wealth Management, LLC. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-23, with 507 holding rows worth $798,320,720.
- Accession
- 0001667731-25-000105
- Filer
- CIK 1533954
- Filed
- 2025-01-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 507 entries on the cover page, a total value of $798,320,720 stated on the cover page (in dollars after the unit check, H1), rows summing to $798,320,720 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 |
|---|---|---|---|---|---|---|
| HILLMAN SOLUTIONS CORP | 431636109 | COM | 11,441 | $111,436 | dollars as filed | |
| FATE THERAPEUTICS INC | 31189P102 | COM | 66,886 | $110,362 | dollars as filed | |
| BLACKROCK ENHANCED EQUITY DI | 09251A104 | COM | 12,988 | $107,541 | dollars as filed | |
| ARES COML REAL ESTATE CORP | 04013V108 | COM | 14,244 | $83,898 | dollars as filed | |
| GABELLI MULTIMEDIA TR INC | 36239Q109 | COM | 15,946 | $71,120 | dollars as filed | |
| GABELLI EQUITY TR INC COM | 362397101 | CEF | 11,240 | $60,470 | dollars as filed | |
| GLOBALSTAR INC | 378973408 | COM | 10,000 | $20,700 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001667731-25-000105 | this filing | 2025-01-23 | acceptance time not in the bulk data set |