Iams Wealth Management, LLC First Tr ETF Iv Long Duration Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Iv Long Duration stock. As of the latest transaction made, Iams Wealth Management, LLC holds 23,587 shares of LGOV stock, worth $499,100. This represents 0.31% of its overall portfolio holdings.
Number of Shares
23,587
Previous 34,153
30.94%
Holding current value
$499,100
Previous $756 Million
33.78%
% of portfolio
0.31%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding LGOV
# of Institutions
96Shares Held
16.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.4MShares$29.5 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.07MShares$22.6 Million0.01% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.05MShares$22.3 Million0.25% of portfolio
-
Gladstone Institutional Advisory LLC Boca Raton, FL1MShares$21.2 Million1.19% of portfolio
-
Morgan Stanley New York, NY846KShares$17.9 Million0.0% of portfolio