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 4,674 shares of FXZ stock, worth $282,730. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,674Holding current value
$282,730% of portfolio
0.11%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding FXZ
# of Institutions
108Shares Held
2.39MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA344KShares$20.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC201KShares$12.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY177KShares$10.7 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL145KShares$8.78 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN125KShares$7.56 Million0.0% of portfolio