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Institute for Wealth Management’s Affirm AFRM Stock Holding History

Institute for Wealth Management’s Portfolio AFRM Stock Details AFRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$543K Hold
7,856
– – 0.06% 297
2025
Q1 		$355K Buy
7,856
+1,105
+16% +$49.9K 0.05% 376
2024
Q4 		$411K Buy
+6,751
New +$411K 0.05% 326