Iams Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q2 2025
A detailed history of Iams Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Iams Wealth Management, LLC holds 46,230 shares of BUFD stock, worth $1.23 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
46,230
Previous 120,467
61.62%
Holding current value
$1.23 Million
Previous $3.01 Billion
59.15%
% of portfolio
0.56%
Previous 1.38%
Shares
10 transactions
Others Institutions Holding BUFD
# of Institutions
179Shares Held
42.7MCall Options Held
1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$208 Million0.08% of portfolio
-
Gw Henssler & Associates LTD4.25MShares$113 Million6.16% of portfolio
-
Envestnet Asset Management Inc3.43MShares$91.1 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$51.3 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.77MShares$47 Million16.39% of portfolio