Institute For Wealth Management, LLC. GOOGL Holdings History
Institute for Wealth Management, LLC.'s Alphabet Inc Holding Summary
As of 2025-03-31, Institute for Wealth Management, LLC. held 58,248.00 shares of Alphabet Inc(GOOGL), totaling $9.01 Mil. This investment constitutes 1.16% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.
The initial trade took place in 2018Q4. And since then Institute for Wealth Management, LLC. has made 13 purchases of GOOGL, at an average price of $71.45, for a total of 66,962.00 shares. In addition, there have been 13 sales at an average price of $124.90 for 8,714.00 shares. Based on historical transaction data and GOOGL's current price of $177.99, Institute for Wealth Management, LLC.'s estimated gain on his GOOGL holdings is $6.67 Mil, reflecting a 139.43% gain to date.
Institute for Wealth Management, LLC. GOOGL ($177.99) Holding Chart
Institute for Wealth Management, LLC. GOOGL ($177.99) 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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