Institute-For-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-21
Total Holdings
524
Total Value
693095385
Accession Number
0001667731-25-000461
Form Type
13F-HR
Manager Name
Institute-For-Wealth-Management
Data Enrichment
78% identified
409 identified115 unidentified

Holdings

524 positions • $693.1M total value
Manager:
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Hillman Solutions Corp.
Shares:11.4K
Value:$100.6K
% of Portfolio:0.0% ($100.6K/$693.1M)
Ready Capital Corp
Shares:16.8K
Value:$85.3K
% of Portfolio:0.0% ($85.3K/$693.1M)
GABELLI MULTIMEDIA TRUST INC.
Shares:14.6K
Value:$67.5K
% of Portfolio:0.0% ($67.5K/$693.1M)
Ares Commercial Real Estate Corp
Shares:14.2K
Value:$66.0K
% of Portfolio:0.0% ($66.0K/$693.1M)