Iams Wealth Management, LLC First Tr Exchange Trded Fd Vi Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Iams Wealth Management, LLC holds 13,602 shares of FID stock, worth $231,234. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,602
Previous 11,332
20.03%
Holding current value
$231,234
Previous $178 Million
34.08%
% of portfolio
0.12%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding FID
# of Institutions
60Shares Held
3.32MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC715KShares$12.2 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC582KShares$9.89 Million3.6% of portfolio
-
Envestnet Asset Management Inc226KShares$3.85 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL211KShares$3.59 Million0.0% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC158KShares$2.68 Million0.71% of portfolio