Iams Wealth Management, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in Ft Tr ETF Viii Ft Cboe Vest Us stock. As of the latest transaction made, Iams Wealth Management, LLC holds 8,098 shares of DFEB stock, worth $343,760. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,098Holding current value
$343,760% of portfolio
0.1%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding DFEB
# of Institutions
104Shares Held
4.67MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY1.64MShares$69.7 Million2.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ379KShares$16.1 Million0.04% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL192KShares$8.14 Million0.01% of portfolio
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Commonwealth Equity Services, LLC191KShares$8.12 Million0.01% of portfolio
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Envestnet Asset Management Inc140KShares$5.95 Million0.0% of portfolio