Iams Wealth Management, LLC First Tr Ex Trad Fd Viii Cboe Call Options Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DOCT
# of Institutions
98Shares Held
4.75MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI617KShares$25.8 Million1.55% of portfolio
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Armis Advisers, LLC Atlanta, GA338KShares$14.1 Million1.1% of portfolio
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Reap Financial Group, LLC Austin, TX320KShares$13.4 Million3.09% of portfolio
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Ogorek Anthony Joseph310KShares$13 Million3.91% of portfolio
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Raymond James Financial Inc St. Petersburg, FL299KShares$12.5 Million0.0% of portfolio