Iams Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Iams Wealth Management, LLC holds 87,201 shares of FVD stock, worth $3.68 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
87,201
Previous 88,024
0.93%
Holding current value
$3.68 Million
Previous $3.57 Billion
0.12%
% of portfolio
2.18%
Previous 2.31%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
560Shares Held
153MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$1.02 Billion0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$844 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$328 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$319 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$250 Million0.07% of portfolio