Institute for Wealth Management’s Allegion ALLE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$304K	Buy	2,110 +305	+17%	+$44K	0.03%	431
2025 Q1	$235K	Buy	+1,805	New	+$235K	0.03%	472