Iams Wealth Management, LLC First Tr Exchange Trded Fd Vi Put Options Transaction History

Iams Wealth Management, LLC

$204 Billion
Q3 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2023 Oct 30, 2023	BUY	$15.21 - $16.2 $422,990 - $450,522	27,810 New	27,810 $424 Million

Others Institutions Holding FID

# of Institutions

59

Shares Held

3.32M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

715K
Shares

$12 Million
0.01% of portfolio
Wagner Wealth Management, LLC Greenville, SC

582K
Shares

$9.74 Million
3.6% of portfolio
Envestnet Asset Management Inc

226K
Shares

$3.79 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

211K
Shares

$3.53 Million
0.0% of portfolio
Hobart Private Capital, LLC Charlotte, NC

158K
Shares

$2.64 Million
0.71% of portfolio

About FIRST TR EXCHANGE-TRDED FD VI

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