Iams Wealth Management, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q1 2025
A detailed history of Iams Wealth Management, LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Iams Wealth Management, LLC holds 25,776 shares of BUFG stock, worth $607,282. This represents 0.28% of its overall portfolio holdings.
Number of Shares
25,776
Previous 25,776
-0.0%
Holding current value
$607,282
Previous $632 Million
2.91%
% of portfolio
0.28%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding BUFG
# of Institutions
90Shares Held
8MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC966KShares$22.8 Million0.03% of portfolio
-
Envestnet Asset Management Inc759KShares$17.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC751KShares$17.7 Million0.01% of portfolio
-
Centennial Wealth Advisory LLC542KShares$12.8 Million4.94% of portfolio
-
Cwm, LLC487KShares$11.5 Million0.05% of portfolio