Iams Wealth Management, LLC First Tr Exchange Trded Fd Vi Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
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 11,084 shares of FID stock, worth $219,019. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,084
              Previous 10,882
              
        
           1.86%
        
      
          
        Holding current value
$219,019
            Previous $209 Million
            
        
           4.4%
        
      
          
        % of portfolio
0.09%
            Previous 0.1%
          
        Shares
	  11 transactions
	
  Others Institutions Holding FID
# of Institutions
71Shares Held
4.68MCall Options Held
0Put Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC895KShares$17.7 Million0.01% of portfolio
- 
    
      Wagner Wealth Management, LLC Greenville, SC720KShares$14.2 Million4.35% of portfolio
- 
    
      Envestnet Asset Management Inc269KShares$5.32 Million0.0% of portfolio
- 
    
      Hobart Private Capital, LLC Charlotte, NC260KShares$5.13 Million1.07% of portfolio
- 
    
      D.A. Davidson & Co.236KShares$4.67 Million0.03% of portfolio