Iams Wealth Management, LLC First Tr Exchange Traded Fd Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q2 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 $373,218. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,466Holding current value
$373,218% of portfolio
0.11%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding FXD
# of Institutions
133Shares Held
4.06MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA657KShares$44.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY498KShares$34 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$27.1 Million0.03% of portfolio
-
Raymond James & Associates St Petersburg, FL245KShares$16.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC228KShares$15.6 Million0.01% of portfolio