Institute for Wealth Management’s Lennox International LII Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$236K	Sell
2025 Q3	$353K	Buy
2025 Q2	$334K	Buy
2025 Q1	$282K	Buy