Iams Wealth Management, LLC First Trust Vii Alternative Ab Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in First Trust Vii Alternative Ab stock. As of the latest transaction made, Iams Wealth Management, LLC holds 20,238 shares of FAAR stock, worth $560,794. This represents 0.28% of its overall portfolio holdings.
Number of Shares
20,238
Previous 14,863
36.16%
Holding current value
$560,794
Previous $422 Million
33.38%
% of portfolio
0.28%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding FAAR
# of Institutions
82Shares Held
3.99MCall Options Held
0Put Options Held
0-
Horizon Advisory Services, Inc. West Henrietta, NY655KShares$18.1 Million8.31% of portfolio
-
Envestnet Asset Management Inc343KShares$9.51 Million0.0% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA327KShares$9.07 Million0.05% of portfolio
-
Acg Wealth240KShares$6.65 Million1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC192KShares$5.32 Million0.0% of portfolio