Iams Wealth Management, LLC First Trust Developed Markets Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
A detailed history of Iams Wealth Management, LLC transactions in First Trust Developed Markets stock. As of the latest transaction made, Iams Wealth Management, LLC holds 19,833 shares of FDT stock, worth $1.14 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
19,833
Previous 26,508
25.18%
Holding current value
$1.14 Million
Previous $1.42 Billion
23.24%
% of portfolio
0.6%
Previous 0.87%
Shares
6 transactions
Others Institutions Holding FDT
# of Institutions
123Shares Held
5.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$61.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc475KShares$27.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC437KShares$25.2 Million0.01% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR377KShares$21.8 Million0.52% of portfolio
-
Wells Fargo & Company San Francisco, CA364KShares$21 Million0.0% of portfolio