Iams Wealth Management, LLC First Trust Europe Alphadex Fu Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
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 13,927 shares of FEP stock, worth $527,554. This represents 0.28% of its overall portfolio holdings.
Number of Shares
13,927
Previous 19,197
27.45%
Holding current value
$527,554
Previous $696 Million
26.37%
% of portfolio
0.28%
Previous 0.43%
Shares
6 transactions
Others Institutions Holding FEP
# of Institutions
97Shares Held
3.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY619KShares$23.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA346KShares$13.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc311KShares$11.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC248KShares$9.39 Million0.0% of portfolio
-
Vontobel Holding Ltd.153KShares$5.81 Million0.02% of portfolio