Iams Wealth Management, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 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 61,283 shares of BUFQ stock, worth $1.95 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
61,283
Previous 33,242
84.35%
Holding current value
$1.95 Million
Previous $983 Million
89.28%
% of portfolio
0.91%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding BUFQ
# of Institutions
111Shares Held
20.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.63MShares$212 Million0.09% of portfolio
-
Good Life Advisors, LLC1.23MShares$39.4 Million2.38% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.1MShares$35 Million7.83% of portfolio
-
Envestnet Asset Management Inc854KShares$27.2 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL815KShares$26 Million0.06% of portfolio