Institute for Wealth Management’s Affirm AFRM Stock Holding History

Institute for Wealth Management’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$574K	Hold
2025 Q2	$543K	Hold
2025 Q1	$355K	Buy
2024 Q4	$411K	Buy