Iams Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Iams Wealth Management, LLC holds 14,321 shares of FSMB stock, worth $284,415. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,321
Previous 13,111
9.23%
Holding current value
$284,415
Previous $262 Million
8.9%
% of portfolio
0.17%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding FSMB
# of Institutions
121Shares Held
16.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.12MShares$81.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.32MShares$26.1 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.17MShares$23.2 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL693KShares$13.8 Million0.02% of portfolio
-
Rmr Wealth Builders642KShares$12.8 Million1.46% of portfolio