Iams Wealth Management, LLC First Trust Vii Alternative Ab Transaction History
Iams Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Iams Wealth Management, LLC transactions in First Trust Vii Alternative Ab stock. As of the latest transaction made, Iams Wealth Management, LLC holds 21,867 shares of FAAR stock, worth $622,334. This represents 0.28% of its overall portfolio holdings.
Number of Shares
21,867
Previous 20,238
8.05%
Holding current value
$622,334
Previous $563 Million
8.75%
% of portfolio
0.28%
Previous 0.28%
Shares
8 transactions
Others Institutions Holding FAAR
# of Institutions
81Shares Held
3.61MCall Options Held
0Put Options Held
0-
Horizon Advisory Services, Inc. West Henrietta, NY655KShares$18.6 Million8.31% of portfolio
-
Envestnet Asset Management Inc343KShares$9.77 Million0.0% of portfolio
-
Acg Wealth240KShares$6.82 Million1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC192KShares$5.47 Million0.0% of portfolio
-
Quantitative Advantage, LLC Minnetonka, MN160KShares$4.54 Million0.69% of portfolio