Iams Wealth Management, LLC First Tr Exchange Traded Fd Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Iams Wealth Management, LLC holds 5,466 shares of FXD stock, worth $364,472. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,466Holding current value
$364,472% of portfolio
0.11%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding FXD
# of Institutions
141Shares Held
21.5MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12MShares$802 Million0.75% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$118 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.53MShares$102 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$26.4 Million0.03% of portfolio
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O'Dell Group, LLC Cincinnati, OH344KShares$22.9 Million5.14% of portfolio