Iams Wealth Management, LLC First Tr Enhanced Traded Fd Iv Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Iams Wealth Management, LLC holds 7,361 shares of FTSM stock, worth $440,776. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,361
Previous 5,408
36.11%
Holding current value
$440,776
Previous $324 Million
35.57%
% of portfolio
0.24%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding FTSM
# of Institutions
415Shares Held
84.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.1MShares$724 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.57MShares$513 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA8.01MShares$480 Million0.12% of portfolio
-
Ubs Group Ag3.74MShares$224 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC2.92MShares$175 Million0.02% of portfolio