Iams Wealth Management, LLC First Tr Exchange Traded Fd Iv Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Iams Wealth Management, LLC holds 5,748 shares of FCVT stock, worth $216,009. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,748Holding current value
$216,009% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding FCVT
# of Institutions
44Shares Held
1.11MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC175KShares$6.59 Million0.0% of portfolio
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Coppell Advisory Solutions Corp. Coppell, TX121KShares$4.55 Million0.78% of portfolio
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Morgan Stanley New York, NY97.2KShares$3.65 Million0.0% of portfolio
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Elequin Capital LP New York, NY81.4KShares$3.06 Million2.13% of portfolio
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Concurrent Investment Advisors, LLC Tampa, FL79.6KShares$2.99 Million0.08% of portfolio