Institute For Wealth Management, LLC. META Holdings History
Institute for Wealth Management, LLC.'s Meta Platforms Inc Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 20,541.00 shares of Meta Platforms Inc(META), totaling $15.16 Mil. This investment constitutes 1.69% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2017Q3. And since then Institute for Wealth Management, LLC. has made 12 purchases of META, at an average price of $183.25, for a total of 31,925.00 shares. In addition, there have been 19 sales at an average price of $195.59 for 11,384.00 shares. Based on historical transaction data and META's current price of $704.28, Institute for Wealth Management, LLC.'s estimated gain on his META holdings is $10.84 Mil, reflecting a 185.33% gain to date.
Institute for Wealth Management, LLC. META ($704.28) Holding Chart
Institute for Wealth Management, LLC. META ($704.28) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
