Madison Square shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Madison Square (SPHR) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Madison Square
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Quarterly reported holdings in Madison Square by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $202k | 5.0k | 40.32 |
| 2024-09-30 | $224k | 5.1k | 44.18 |
| 2024-03-31 | $248k | 5.1k | 49.08 |
| 2023-09-30 | $372k | 11k | 34.97 |
| 2023-06-30 | $328k | 11k | 30.58 |
| 2023-03-31 | $282k | 4.8k | 59.07 |
| 2022-12-31 | $215k | 4.8k | 44.97 |
| 2022-09-30 | $219k | 5.0k | 44.12 |
| 2022-06-30 | $261k | 5.0k | 52.58 |
| 2022-03-31 | $415k | 5.0k | 83.37 |
| 2021-12-31 | $342k | 4.9k | 70.25 |
| 2021-09-30 | $361k | 5.0k | 72.72 |
| 2021-06-30 | $367k | 4.4k | 83.98 |
| 2021-03-31 | $353k | 4.3k | 81.86 |
| 2020-12-31 | $443k | 4.2k | 104.98 |
| 2020-09-30 | $293k | 4.3k | 68.43 |
| 2020-06-30 | $316k | 4.2k | 75.01 |
More positions owned by Institute For Wealth Management
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