Amer shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Amer (UHAL) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Amer
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Quarterly reported holdings in Amer by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $90k | 1.4k | 65.44 |
| 2024-12-31 | $208k | 3.0k | 69.09 |
| 2024-09-30 | $236k | 3.0k | 77.48 |
| 2023-12-31 | $201k | 2.8k | 71.80 |
| 2022-09-30 | $691k | 1.4k | 509.21 |
| 2022-06-30 | $646k | 1.4k | 478.52 |
| 2022-03-31 | $761k | 1.3k | 597.33 |
| 2021-12-31 | $914k | 1.3k | 725.97 |
| 2021-09-30 | $764k | 1.2k | 646.36 |
| 2021-06-30 | $528k | 896 | 589.29 |
| 2021-03-31 | $549k | 896 | 612.72 |
| 2020-12-31 | $409k | 900 | 454.44 |
| 2020-09-30 | $313k | 879 | 356.09 |
| 2020-06-30 | $255k | 843 | 302.49 |
| 2020-03-31 | $237k | 815 | 290.80 |
| 2019-12-31 | $233k | 619 | 376.41 |
More positions owned by Institute For Wealth Management
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