Iams Wealth Management, LLC First Tr Et Fd Iii Short Durat Put Options Transaction History

Iams Wealth Management, LLC

$183 Billion
Q2 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2023 Oct 30, 2023	BUY	$19.61 - $19.97 $474,405 - $483,114	24,192 New	24,192 $478 Million

Others Institutions Holding FSMB

# of Institutions

122

Shares Held

17.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.7M
Shares

$94 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$24.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.17M
Shares

$23.4 Million
0.03% of portfolio
High Tower Advisors, LLC Chicago, IL

709K
Shares

$14.2 Million
0.02% of portfolio
Rmr Wealth Builders

642K
Shares

$12.9 Million
1.46% of portfolio

About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
Sector ETFs
Industry ETFs

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