Iams Wealth Management, LLC First Trust Capital Strength E Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
A detailed history of Iams Wealth Management, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Iams Wealth Management, LLC holds 40,631 shares of FTCS stock, worth $3.41 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
40,631
Previous 40,177
1.13%
Holding current value
$3.41 Million
Previous $3.22 Billion
6.01%
% of portfolio
2.08%
Previous 2.08%
Shares
5 transactions
Others Institutions Holding FTCS
# of Institutions
487Shares Held
65.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.98MShares$669 Million0.37% of portfolio
-
Morgan Stanley New York, NY6.84MShares$574 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.79MShares$318 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.22MShares$270 Million0.42% of portfolio
-
Raymond James & Associates St Petersburg, FL2.64MShares$222 Million0.16% of portfolio