Number of Shares
73,713.00
Current Holdings Value*
$5.36 Mil
% of Portfolio
0.69%
Total Estimate Gain
$6.19 Mil
% of Total Estimate Gain
85.28%

Institute for Wealth Management, LLC.'s Lam Research Corp Holding Summary

As of 2025-03-31, Institute for Wealth Management, LLC. held 73,713.00 shares of Lam Research Corp(LRCX), totaling $5.36 Mil. This investment constitutes 0.69% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0.01% of the outstanding Lam Research Corp(LRCX) stock.

The initial trade took place in 2017Q3. And since then Institute for Wealth Management, LLC. has made 4 purchases of LRCX, at an average price of $45.93, for a total of 158,113.00 shares. In addition, there have been 18 sales at an average price of $70.59 for 84,400.00 shares. Based on historical transaction data and LRCX's current price of $101.73, Institute for Wealth Management, LLC.'s estimated gain on his LRCX holdings is $6.19 Mil, reflecting a 85.28% gain to date.

Institute for Wealth Management, LLC. LRCX ($101.73) Holding Chart

Institute for Wealth Management, LLC. LRCX ($101.73) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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