Iams Wealth Management, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
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 33,242 shares of BUFQ stock, worth $1.01 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
33,242
Previous 8,099
310.45%
Holding current value
$1.01 Million
Previous $226 Million
334.4%
% of portfolio
0.54%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding BUFQ
# of Institutions
97Shares Held
18.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.59MShares$169 Million0.08% of portfolio
-
Kestra Advisory Services, LLC1.12MShares$34 Million0.19% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.02MShares$31 Million7.78% of portfolio
-
Envestnet Asset Management Inc837KShares$25.4 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC680KShares$20.6 Million0.03% of portfolio