Iams Wealth Management, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q2 2025
A detailed history of Iams Wealth Management, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Iams Wealth Management, LLC holds 57,789 shares of BUFQ stock, worth $2 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
57,789
Previous 99,885
42.14%
Holding current value
$2 Million
Previous $2.98 Billion
35.67%
% of portfolio
0.88%
Previous 1.37%
Shares
6 transactions
Others Institutions Holding BUFQ
# of Institutions
149Shares Held
25.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.37MShares$289 Million0.1% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$46.4 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.2MShares$41.6 Million0.07% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.19MShares$41 Million6.96% of portfolio
-
Envestnet Asset Management Inc872KShares$30.2 Million0.01% of portfolio