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Institute for Wealth Management’s nCino NCNO Stock Holding History

Institute for Wealth Management’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$269K Hold
9,604
– – 0.03% 460
2025
Q1 		$264K Hold
9,604
– – 0.03% 443
2024
Q4 		$323K Hold
9,604
– – 0.04% 383
2024
Q3 		$303K Buy
+9,604
New +$303K 0.04% 412