Iams Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Iams Wealth Management, LLC holds 70,595 shares of BUFD stock, worth $1.77 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
70,595
Previous 45,171
56.28%
Holding current value
$1.77 Million
Previous $1.05 Billion
62.92%
% of portfolio
0.94%
Previous 0.64%
Shares
6 transactions
Others Institutions Holding BUFD
# of Institutions
140Shares Held
31.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.31MShares$108 Million0.05% of portfolio
-
Gw Henssler & Associates LTD4.04MShares$101 Million6.02% of portfolio
-
Envestnet Asset Management Inc3.14MShares$78.8 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.85MShares$46.5 Million19.71% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.27MShares$31.9 Million7.98% of portfolio