Iams Wealth Management, LLC Ssga Active Tr Spdr Ssga Fixed Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q2 2025
A detailed history of Iams Wealth Management, LLC transactions in Ssga Active Tr Spdr Ssga Fixed stock. As of the latest transaction made, Iams Wealth Management, LLC holds 57,138 shares of FISR stock, worth $1.46 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
57,138
Previous 40,569
40.84%
Holding current value
$1.46 Million
Previous $1.05 Billion
40.62%
% of portfolio
0.68%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding FISR
# of Institutions
74Shares Held
13.9MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.5MShares$89.6 Million0.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.17MShares$81.1 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.73MShares$44.4 Million0.02% of portfolio
-
Aspire Private Capital, LLC852KShares$21.8 Million5.37% of portfolio
-
New Edge Advisors, LLC New Orleans, LA721KShares$18.5 Million0.12% of portfolio