Iams Wealth Management, LLC First Tr Long/Short Equity ETF Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 5,025 shares of FTLS stock, worth $317,529. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,025
Previous 5,092
1.32%
Holding current value
$317,529
Previous $286 Million
5.37%
% of portfolio
0.18%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding FTLS
# of Institutions
174Shares Held
13.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.29MShares$208 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.64MShares$104 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.23MShares$77.5 Million0.04% of portfolio
-
Envestnet Asset Management Inc503KShares$31.8 Million0.01% of portfolio
-
Truist Financial Corp380KShares$24 Million0.04% of portfolio