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| Name: |
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
| City: |
DENVER |
| State: |
CO |
| Zip: |
80203 |
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data |
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| Holdings
Found :
43 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
RXRX |
Recursion Pharmaceuticals, ... |
|
New |
$8.59 |
$5,794,000 |
581,149 |
% |
5,794,000 |
581,149 |
0 |
N/A |
|
|
ARES |
Ares Management Lp |
|
New |
$0.00 |
$1,835,000 |
13,801 |
% |
1,835,000 |
13,801 |
0 |
N/A |
|
|
DFAC |
Dimensional U S Core Equity... |
|
New |
$31.37 |
$855,000 |
26,757 |
% |
855,000 |
26,757 |
0 |
N/A |
|
|
CTAS |
Cintas Corp |
|
New |
$690.54 |
$824,000 |
1,200 |
% |
824,000 |
1,200 |
0 |
N/A |
|
|
FATE |
Fate Therapeutics Inc |
|
New |
$3.70 |
$491,000 |
66,928 |
% |
491,000 |
66,928 |
0 |
N/A |
|
|
DFIV |
Dimensional International V... |
|
New |
$37.01 |
$388,000 |
10,552 |
% |
388,000 |
10,552 |
0 |
N/A |
|
|
OCSL |
Oaktree Specialty Lending Corp |
|
New |
$19.13 |
$371,000 |
18,847 |
% |
371,000 |
18,847 |
0 |
N/A |
|
|
APD |
Air Products & Chemicals Inc |
|
New |
$246.27 |
$363,000 |
1,498 |
% |
363,000 |
1,498 |
0 |
N/A |
|
|
STGW |
Stagwell Inc |
|
New |
$6.97 |
$332,000 |
53,419 |
% |
332,000 |
53,419 |
0 |
N/A |
|
|
DFUV |
DFA Dimensional Us Marketwi... |
|
New |
$39.62 |
$306,000 |
7,491 |
% |
306,000 |
7,491 |
0 |
N/A |
|
|
ARW |
Arrow Electronics Inc |
|
New |
$127.49 |
$295,000 |
2,275 |
% |
295,000 |
2,275 |
0 |
N/A |
|
|
RGA |
Reinsurance Group of Americ... |
|
New |
$207.59 |
$286,000 |
1,482 |
% |
286,000 |
1,482 |
0 |
N/A |
|
|
IGT |
International Game Technology |
|
New |
$20.10 |
$274,000 |
12,130 |
% |
274,000 |
12,130 |
0 |
N/A |
|
|
FIS |
Fidelity National Information |
|
New |
$74.05 |
$272,000 |
3,663 |
% |
272,000 |
3,663 |
0 |
N/A |
|
|
NOV |
NOV Inc |
|
New |
$13.73 |
$269,000 |
13,775 |
% |
269,000 |
13,775 |
0 |
N/A |
|
|
HDB |
HDFC Bank Limited (ADR) |
|
New |
$56.07 |
$263,000 |
4,704 |
% |
263,000 |
4,704 |
0 |
N/A |
|
|
WCC |
WESCO International |
|
New |
$173.68 |
$259,000 |
1,510 |
% |
259,000 |
1,510 |
0 |
N/A |
|
|
ASH |
Ashland Inc |
|
New |
$97.56 |
$249,000 |
2,553 |
% |
249,000 |
2,553 |
0 |
N/A |
|
|
MSGE |
Madison Square Garden Enter... |
|
New |
$39.88 |
$234,000 |
5,957 |
% |
234,000 |
5,957 |
0 |
N/A |
|
|
WMB |
Williams Companies Inc |
|
New |
$39.32 |
$233,000 |
5,988 |
% |
233,000 |
5,988 |
0 |
N/A |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
|
New |
$313.76 |
$231,000 |
721 |
% |
231,000 |
721 |
0 |
N/A |
|
|
PRI |
Primerica, Inc. |
|
New |
$218.17 |
$231,000 |
912 |
% |
231,000 |
912 |
0 |
N/A |
|
|
D |
Dominion Energy Inc |
|
New |
$52.15 |
$228,000 |
4,635 |
% |
228,000 |
4,635 |
0 |
N/A |
|
|
TFPM |
Triple Flag Precious Metals... |
|
New |
$0.00 |
$228,000 |
15,797 |
% |
228,000 |
15,797 |
0 |
N/A |
|
|
DSL |
Doubleline Income Solutions... |
|
New |
$12.60 |
$225,000 |
17,729 |
% |
225,000 |
17,729 |
0 |
N/A |
|
|
GLPI |
Gaming & Leisure Properties... |
|
New |
$44.02 |
$224,000 |
4,863 |
% |
224,000 |
4,863 |
0 |
N/A |
|
|
WRK |
Westrock Co |
|
New |
$51.81 |
$221,000 |
4,465 |
% |
221,000 |
4,465 |
0 |
N/A |
|
|
FOXF |
Fox Factory Holding Corp |
|
New |
$45.67 |
$218,000 |
4,189 |
% |
218,000 |
4,189 |
0 |
N/A |
|
|
AMLP |
Alerian MLP ETF |
|
New |
$4.60 |
$216,000 |
4,556 |
% |
216,000 |
4,556 |
0 |
N/A |
|
|
MSTR |
Microstrategy Inc |
|
New |
$1,233.12 |
$214,000 |
125 |
% |
214,000 |
125 |
0 |
N/A |
|
|
GWRE |
Guidewire Software, Inc. |
|
New |
$116.09 |
$212,000 |
1,815 |
% |
212,000 |
1,815 |
0 |
N/A |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
|
New |
$81.56 |
$209,000 |
2,484 |
% |
209,000 |
2,484 |
0 |
N/A |
|
|
AER |
Aercap Holdings (NV) |
|
New |
$90.12 |
$207,000 |
2,380 |
% |
207,000 |
2,380 |
0 |
N/A |
|
|
SUSL |
Ishares Esg Msci Usa Leader... |
|
New |
$0.00 |
$206,000 |
2,200 |
% |
206,000 |
2,200 |
0 |
N/A |
|
|
TEL |
Te Connectivity Ltd |
|
New |
$144.94 |
$206,000 |
1,416 |
% |
206,000 |
1,416 |
0 |
Diversified Electronics |
|
|
PXD |
Pioneer Natural Resources Co |
|
New |
$275.32 |
$204,000 |
776 |
% |
204,000 |
776 |
0 |
N/A |
|
|
SYK |
Stryker Corp |
|
New |
$329.28 |
$203,000 |
567 |
% |
203,000 |
567 |
0 |
N/A |
|
|
SITE |
SiteOne Landscape Supply Inc |
|
New |
$155.37 |
$201,000 |
1,152 |
% |
201,000 |
1,152 |
0 |
N/A |
|
|
ABC |
AmerisourceBergen Corp |
|
New |
$224.11 |
$200,000 |
824 |
% |
200,000 |
824 |
0 |
N/A |
|
|
EFX |
Equifax Inc |
|
New |
$234.30 |
$200,000 |
749 |
% |
200,000 |
749 |
0 |
N/A |
|
|
GWW |
WW Grainger Inc |
|
New |
$948.92 |
$200,000 |
197 |
% |
200,000 |
197 |
0 |
N/A |
|
|
RWAY |
Runway Growth Finance Ord Shs |
|
New |
$12.32 |
$141,000 |
11,610 |
% |
141,000 |
11,610 |
0 |
N/A |
|
|
QS |
Quantumscape Ord Shs Class A |
|
New |
$5.44 |
$73,000 |
11,600 |
% |
73,000 |
11,600 |
0 |
N/A |
|
