HANCOCK JOHN FINL OPPTYS FD

CUSIP: 409735206 Class: CEF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,784 Value ($000) $378 Avg Close — Range —
Q3 2025
Shares 10,784 Value ($000) $388 Avg Close — Range —
Q2 2025
Shares 10,784 Value ($000) $382 Avg Close — Range —
Q1 2025
Shares 10,784 Value ($000) $368 Avg Close — Range —
Q4 2024
Shares 10,784 Value ($000) $385 Avg Close — Range —
Q3 2024
Shares 10,784 Value ($000) $358 Avg Close — Range —
Q2 2024
Shares 10,804 Value ($000) $303 Avg Close — Range —
Q1 2024
Shares 10,804 Value ($000) $320 Avg Close — Range —
Q4 2023
Shares 10,868 Value ($000) $327 Avg Close — Range —
Q3 2023
Shares 10,868 Value ($000) $285 Avg Close — Range —
Q2 2023
Shares 10,868 Value ($000) $291 Avg Close — Range —
Q1 2023
Shares 10,868 Value ($000) $332 Avg Close — Range —
Q4 2022
Shares 10,868 Value ($000) $362 Avg Close — Range —
Q3 2022
Shares 10,868 Value ($000) $343 Avg Close — Range —
Q2 2022
Shares 10,868 Value ($000) $404 Avg Close — Range —
Q1 2022
Shares 10,868 Value ($000) $437 Avg Close — Range —
Q4 2021
Shares 10,868 Value ($000) $506 Avg Close — Range —
Q3 2021
Shares 10,943 Value ($000) $465 Avg Close — Range —
Q2 2021
Shares 10,943 Value ($000) $411 Avg Close — Range —
Q1 2021
Shares 10,943 Value ($000) $421 Avg Close — Range —
Q4 2020
Shares 10,943 Value ($000) $332 Avg Close — Range —
Q3 2020
Shares 10,943 Value ($000) $235 Avg Close — Range —
Q2 2020
Shares 10,943 Value ($000) $251 Avg Close — Range —
Q1 2020
Shares 10,943 Value ($000) $201 Avg Close — Range —
Q4 2019
Shares 11,143 Value ($000) $404 Avg Close — Range —
Q3 2019
Shares 11,143 Value ($000) $358 Avg Close — Range —
Q2 2019
Shares 11,143 Value ($000) $359 Avg Close — Range —
Q1 2019
Shares 11,143 Value ($000) $355 Avg Close — Range —
Q3 2018
Shares 11,143 Value ($000) $413 Avg Close — Range —
Q2 2018
Shares 11,143 Value ($000) $417 Avg Close — Range —
Q1 2018
Shares 11,143 Value ($000) $432 Avg Close — Range —
Q4 2017
Shares 11,143 Value ($000) $438 Avg Close — Range —
Q3 2017
Shares 11,143 Value ($000) $417 Avg Close — Range —
Q2 2017
Shares 11,143 Value ($000) $403 Avg Close — Range —