Iams Wealth Management, LLC First Tr Exchange Trd Fd Healt Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Trd Fd Healt stock. As of the latest transaction made, Iams Wealth Management, LLC holds 18,213 shares of FXH stock, worth $1.88 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
18,213
Previous 16,017
13.71%
Holding current value
$1.88 Million
Previous $1.66 Billion
17.58%
% of portfolio
1.19%
Previous 1.07%
Shares
5 transactions
Others Institutions Holding FXH
# of Institutions
279Shares Held
6.84MCall Options Held
200Put Options Held
0-
Morgan Stanley New York, NY1.85MShares$191 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA570KShares$58.9 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC518KShares$53.5 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC304KShares$31.4 Million0.0% of portfolio
-
Ubs Group Ag236KShares$24.3 Million0.01% of portfolio