Iams Wealth Management, LLC First Tr Exchange Traded Fd Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Iams Wealth Management, LLC holds 5,466 shares of FXD stock, worth $356,328. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,466Holding current value
$356,328% of portfolio
0.11%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding FXD
# of Institutions
127Shares Held
3.76MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY529KShares$34.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA496KShares$32.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$25.8 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL256KShares$16.7 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL245KShares$15.9 Million0.01% of portfolio