Iams Wealth Management, LLC First Trust Europe Alphadex Fu Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q1 2025
A detailed history of Iams Wealth Management, LLC transactions in First Trust Europe Alphadex Fu stock. As of the latest transaction made, Iams Wealth Management, LLC holds 15,526 shares of FEP stock, worth $642,465. This represents 0.29% of its overall portfolio holdings.
Number of Shares
15,526
Previous 16,833
7.76%
Holding current value
$642,465
Previous $603 Million
5.15%
% of portfolio
0.29%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding FEP
# of Institutions
110Shares Held
3.32MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY525KShares$21.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc308KShares$12.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC244KShares$10.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA160KShares$6.63 Million0.0% of portfolio
-
Vontobel Holding Ltd.153KShares$6.33 Million0.02% of portfolio