Iams Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
A detailed history of Iams Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 23,057 shares of XLG stock, worth $1.09 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
23,057
Previous 25,728
10.38%
Holding current value
$1.09 Million
Previous $1.06 Billion
0.15%
% of portfolio
0.58%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding XLG
# of Institutions
400Shares Held
66.8MCall Options Held
47.5KPut Options Held
45.5K-
Lpl Financial LLC Fort Mill, SC7.24MShares$342 Million0.17% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.39MShares$255 Million0.11% of portfolio
-
Morgan Stanley New York, NY5.3MShares$250 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$184 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.88MShares$136 Million0.04% of portfolio