Iams Wealth Management, LLC First Tr Exchange Traded Fd Fi 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 Fi stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,588 shares of FXL stock, worth $393,143. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,588Holding current value
$393,143% of portfolio
0.11%Shares
0 transactions
Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
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Others Institutions Holding FXL
# of Institutions
241Shares Held
5.74MCall Options Held
6.2KPut Options Held
7K-
Morgan Stanley New York, NY825KShares$125 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA659KShares$100 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC447KShares$67.9 Million0.03% of portfolio
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Raymond James & Associates St Petersburg, FL276KShares$41.9 Million0.02% of portfolio
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Rvw Wealth, LLC201KShares$30.5 Million2.74% of portfolio