Iams Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Iams Wealth Management, LLC holds 114,494 shares of FIXD stock, worth $4.92 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
114,494
Previous 92,635
23.6%
Holding current value
$4.92 Million
Previous $3.99 Billion
29.88%
% of portfolio
2.54%
Previous 2.18%
Shares
7 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$535 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$406 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$335 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$303 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$169 Million0.04% of portfolio