Iams Wealth Management, LLC First Tr Exchange Trded Fd Vi Call Options Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FID
# of Institutions
59Shares Held
3.32MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC715KShares$12 Million0.01% of portfolio
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Wagner Wealth Management, LLC Greenville, SC582KShares$9.74 Million3.6% of portfolio
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Envestnet Asset Management Inc226KShares$3.79 Million0.0% of portfolio
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Raymond James & Associates St Petersburg, FL211KShares$3.53 Million0.0% of portfolio
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Hobart Private Capital, LLC Charlotte, NC158KShares$2.64 Million0.71% of portfolio