Iams Wealth Management, LLC First Trust Europe Alphadex Fu Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 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 16,367 shares of FEP stock, worth $600,996. This represents 0.31% of its overall portfolio holdings.
Number of Shares
16,367
Previous 13,927
17.52%
Holding current value
$600,996
Previous $513 Million
24.32%
% of portfolio
0.31%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding FEP
# of Institutions
97Shares Held
3.32MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY569KShares$20.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA326KShares$12 Million0.0% of portfolio
-
Envestnet Asset Management Inc303KShares$11.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC260KShares$9.53 Million0.0% of portfolio
-
Vontobel Holding Ltd.153KShares$5.63 Million0.02% of portfolio