Institute for Wealth Management’s Primerica PRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$280K	Buy
2025 Q2	$252K	Buy
2025 Q1	$262K	Buy
2024 Q4	$249K	Hold
2024 Q3	$243K	Buy
2024 Q2	$216K	Hold
2024 Q1	$231K	Buy