Iams Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Iams Wealth Management, LLC holds 13,003 shares of FSMB stock, worth $258,629. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,003
Previous 12,521
3.85%
Holding current value
$258,629
Previous $248 Million
5.11%
% of portfolio
0.13%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding FSMB
# of Institutions
122Shares Held
17.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.7MShares$93.4 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.2 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$24.6 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL709KShares$14.1 Million0.02% of portfolio
-
Rmr Wealth Builders706KShares$14 Million1.5% of portfolio