Iams Wealth Management, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
A detailed history of Iams Wealth Management, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Iams Wealth Management, LLC holds 104,013 shares of BILS stock, worth $10.3 Million. This represents 5.66% of its overall portfolio holdings.
Number of Shares
104,013
Previous 159,942
34.97%
Holding current value
$10.3 Million
Previous $15.9 Billion
34.97%
% of portfolio
5.66%
Previous 9.72%
Shares
4 transactions
Others Institutions Holding BILS
# of Institutions
238Shares Held
19.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.96MShares$195 Million0.1% of portfolio
-
Cwm, LLC1.62MShares$161 Million0.76% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$152 Million0.01% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA793KShares$78.7 Million1.5% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ743KShares$73.8 Million0.18% of portfolio