Iams Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Call Options Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BUFD
# of Institutions
172Shares Held
39.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$154 Million0.07% of portfolio
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Gw Henssler & Associates LTD4.01MShares$99.1 Million6.23% of portfolio
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Envestnet Asset Management Inc3.27MShares$80.8 Million0.03% of portfolio
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Legacy Financial Group LLC1.92MShares$47.3 Million8.4% of portfolio
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Centennial Wealth Advisory LLC1.78MShares$44.1 Million17.04% of portfolio