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 4,674 shares of FXZ stock, worth $316,149. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,674Holding current value
$316,149% 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 FXZ
# of Institutions
125Shares Held
3.48MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA546KShares$36.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC353KShares$23.9 Million0.01% of portfolio
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Morgan Stanley New York, NY323KShares$21.8 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC270KShares$18.2 Million0.0% of portfolio
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Ubs Group Ag183KShares$12.4 Million0.0% of portfolio