Iams Wealth Management, LLC First Tr Lge Cap Growth Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Lge Cap Growth stock. As of the latest transaction made, Iams Wealth Management, LLC holds 13,892 shares of FTC stock, worth $1.84 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
13,892
Previous 17,801
21.96%
Holding current value
$1.84 Million
Previous $2.13 Billion
20.07%
% of portfolio
0.93%
Previous 1.3%
Shares
6 transactions
Others Institutions Holding FTC
# of Institutions
194Shares Held
5.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY852KShares$113 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC757KShares$100 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA411KShares$54.3 Million0.01% of portfolio
-
Ubs Group Ag261KShares$34.5 Million0.01% of portfolio
-
First Trust Advisors LP Wheaton, IL196KShares$26 Million0.03% of portfolio