Iams Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Iams Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Iams Wealth Management, LLC holds 103,360 shares of FVD stock, worth $4.6 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
103,360
Previous 101,438
1.89%
Holding current value
$4.6 Million
Previous $4.61 Billion
2.25%
% of portfolio
2.06%
Previous 2.27%
Shares
8 transactions
Others Institutions Holding FVD
# of Institutions
593Shares Held
137MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$952 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$782 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$318 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$311 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$204 Million0.05% of portfolio