Iams Wealth Management, LLC First Tr Lge Cap Growth Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Lge Cap Growth stock. As of the latest transaction made, Iams Wealth Management, LLC holds 17,801 shares of FTC stock, worth $2.21 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
17,801
Previous 16,296
9.24%
Holding current value
$2.21 Million
Previous $1.79 Billion
19.28%
% of portfolio
1.3%
Previous 1.15%
Shares
5 transactions
Others Institutions Holding FTC
# of Institutions
192Shares Held
6.92MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC838KShares$104 Million0.06% of portfolio
-
Morgan Stanley New York, NY836KShares$104 Million0.01% of portfolio
-
Global Assets Advisory, LLC Orlando, FL627KShares$77.7 Million0.23% of portfolio
-
Janney Montgomery Scott LLC440KShares$54.5 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA393KShares$48.6 Million0.01% of portfolio