Iams Wealth Management, LLC First Tr ETF Iv LTD Duration I Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Iv LTD Duration I stock. As of the latest transaction made, Iams Wealth Management, LLC holds 165,099 shares of FSIG stock, worth $3.11 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
165,099
Previous 158,689
4.04%
Holding current value
$3.11 Million
Previous $3.01 Billion
2.89%
% of portfolio
1.89%
Previous 1.95%
Shares
5 transactions
Others Institutions Holding FSIG
# of Institutions
141Shares Held
40.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY9.8MShares$185 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$115 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$46.5 Million0.01% of portfolio
-
First Trust Advisors LP Wheaton, IL2.21MShares$41.6 Million0.04% of portfolio
-
Stifel Financial Corp St. Louis, MO1.62MShares$30.6 Million0.04% of portfolio