Iams Wealth Management, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
A detailed history of Iams Wealth Management, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Iams Wealth Management, LLC holds 67,454 shares of BUFQ stock, worth $2.35 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
67,454
Previous 57,789
16.72%
Holding current value
$2.35 Million
Previous $1.92 Billion
22.49%
% of portfolio
0.94%
Previous 0.88%
Shares
7 transactions
Others Institutions Holding BUFQ
# of Institutions
151Shares Held
25.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.37MShares$291 Million0.1% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$46.7 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.2MShares$41.9 Million0.07% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.19MShares$41.3 Million6.96% of portfolio
-
Envestnet Asset Management Inc872KShares$30.4 Million0.01% of portfolio