Institute For Wealth Management, LLC. SBUX Holdings History
Institute for Wealth Management, LLC.'s Starbucks Corp Holding Summary
As of 2025-03-31, Institute for Wealth Management, LLC. held 77,892.00 shares of Starbucks Corp(SBUX), totaling $7.64 Mil. This investment constitutes 0.98% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0.01% of the outstanding Starbucks Corp(SBUX) stock.
The initial trade took place in 2017Q3. And since then Institute for Wealth Management, LLC. has made 9 purchases of SBUX, at an average price of $62.90, for a total of 188,431.00 shares. In addition, there have been 21 sales at an average price of $67.27 for 110,539.00 shares. Based on historical transaction data and SBUX's current price of $93.06, Institute for Wealth Management, LLC.'s estimated gain on his SBUX holdings is $2.83 Mil, reflecting a 23.90% gain to date.
Institute for Wealth Management, LLC. SBUX ($93.06) Holding Chart
Institute for Wealth Management, LLC. SBUX ($93.06) 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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