Institute for Wealth Management, LLC.

Q2 2026 13F Holdings

Location
Denver, CO
Holdings as of
6/30/2026
Value ($000)
$1,132,770
Num holdings
1,769
Date filed
7/28/2026
Form type
13F-HR
Prev filing
5/13/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type