Iams Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SPMO
# of Institutions
199Shares Held
17.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.45MShares$524 Million0.16% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA2.14MShares$206 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$108 Million0.05% of portfolio
-
Orion Portfolio Solutions, LLC734KShares$70.5 Million0.72% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ686KShares$65.9 Million0.15% of portfolio