Institute For Wealth Management, LLC. TSLA Holdings History
Institute for Wealth Management, LLC.'s Tesla Inc Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 26,867.00 shares of Tesla Inc(TSLA), totaling $8.53 Mil. This investment constitutes 0.95% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0% of the outstanding Tesla Inc(TSLA) stock.
The initial trade took place in 2017Q3. And since then Institute for Wealth Management, LLC. has made 6 purchases of TSLA, at an average price of $43.75, for a total of 53,044.00 shares. In addition, there have been 23 sales at an average price of $85.64 for 26,177.00 shares. Based on historical transaction data and TSLA's current price of $328.49, Institute for Wealth Management, LLC.'s estimated gain on his TSLA holdings is $8.75 Mil, reflecting a 376.87% gain to date.
Institute for Wealth Management, LLC. TSLA ($328.49) Holding Chart
Institute for Wealth Management, LLC. TSLA ($328.49) 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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