Iams Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,588 shares of FXL stock, worth $436,673. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,588Holding current value
$436,673% of portfolio
0.11%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding FXL
# of Institutions
280Shares Held
5.78MCall Options Held
2.7KPut Options Held
5K-
Morgan Stanley New York, NY721KShares$122 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC538KShares$90.8 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA528KShares$89 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL426KShares$71.9 Million0.02% of portfolio
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Raymond James & Associates St Petersburg, FL276KShares$46.5 Million0.02% of portfolio