Institute For Wealth Management, LLC. NVDA Holdings History
Institute for Wealth Management, LLC.'s NVIDIA Corp Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 787,254.00 shares of NVIDIA Corp(NVDA), totaling $124.38 Mil. This investment constitutes 13.87% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.
The initial trade took place in 2017Q3. And since then Institute for Wealth Management, LLC. has made 8 purchases of NVDA, at an average price of $6.28, for a total of 1.18 Mil shares. In addition, there have been 22 sales at an average price of $20.85 for 390,566.00 shares. Based on historical transaction data and NVDA's current price of $172.41, Institute for Wealth Management, LLC.'s estimated gain on his NVDA holdings is $136.48 Mil, reflecting a 1845.20% gain to date.
Institute for Wealth Management, LLC. NVDA ($172.41) Holding Chart
Institute for Wealth Management, LLC. NVDA ($172.41) 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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