Iams Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,588 shares of FXL stock, worth $358,101. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,588Holding current value
$358,101% of portfolio
0.11%Shares
0 transactions
Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
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Others Institutions Holding FXL
# of Institutions
228Shares Held
6.02MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY869KShares$120 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA737KShares$102 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC426KShares$59 Million0.03% of portfolio
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Raymond James & Associates St Petersburg, FL275KShares$38.1 Million0.02% of portfolio
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Ubs Group Ag215KShares$29.7 Million0.01% of portfolio