Iams Wealth Management, LLC First Tr Fd Dow Jones Put Options Transaction History

Iams Wealth Management, LLC

$204 Billion
Q3 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2023 Oct 30, 2023	BUY	$137.79 - $164.55 $1.85 Million - $2.21 Million	13,450 New	13,450 $2.17 Billion

Others Institutions Holding FDN

# of Institutions

545

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$878 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$312 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$236 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$206 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$174 Million
0.04% of portfolio

About FIRST TR FD DOW JONES

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