NCINO INC

Ticker: NCNO CUSIP: 63947X101 Class: Common Stock

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

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

Q2 2025
Shares 9,604 Value ($000) $269 Avg Close $24.98 Range $18.75 - $28.96
Q1 2025
Shares 9,604 Value ($000) $264 Avg Close $31.63 Range $27.29 - $35.43
Q4 2024
Shares 9,604 Value ($000) $323 Avg Close $37.24 Range $29.94 - $43.20
Q3 2024
Shares 9,604 Value ($000) $303 Avg Close $31.66 Range $28.78 - $35.15