Iams Wealth Management, LLC First Tr ETF Viii Tcw Opportun Put Options Transaction History

Iams Wealth Management, LLC

$218 Billion
Q2 2025

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2023 Oct 30, 2023	BUY	$44.02 - $45.59 $19.5 Million - $20.2 Million	443,491 New	443,491 $19.5 Billion

Others Institutions Holding FIXD

# of Institutions

351

Shares Held

68.3M

Call Options Held

34.8K

Put Options Held

0

Morgan Stanley New York, NY

8.49M
Shares

$378 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

6.41M
Shares

$286 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

5.22M
Shares

$232 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.83M
Shares

$126 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.72M
Shares

$121 Million
0.04% of portfolio

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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