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 $720,251. This represents 0.29% of its overall portfolio holdings.
Number of Shares
15,526
Previous 16,833
7.76%
Holding current value
$720,251
Previous $603 Million
5.15%
% of portfolio
0.29%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding FEP
# of Institutions
105Shares Held
3.81MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY564KShares$26.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC350KShares$16.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA315KShares$14.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc303KShares$14.1 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC217KShares$10.1 Million0.02% of portfolio