Iams Wealth Management, LLC First Tr Fd Dow Jones Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Iams Wealth Management, LLC holds 9,608 shares of FDN stock, worth $2.03 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
9,608
Previous 12,212
21.32%
Holding current value
$2.03 Million
Previous $2.45 Billion
19.79%
% of portfolio
1.08%
Previous 1.5%
Shares
6 transactions
Others Institutions Holding FDN
# of Institutions
537Shares Held
15.9MCall Options Held
96.2KPut Options Held
26.7K-
First Trust Advisors LP Wheaton, IL3.84MShares$811 Million0.83% of portfolio
-
Morgan Stanley New York, NY1.44MShares$305 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.1MShares$232 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC832KShares$176 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$145 Million0.07% of portfolio