Iams Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 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 7,900 shares of FXO stock, worth $426,521. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,900Holding current value
$426,521% 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 FXO
# of Institutions
202Shares Held
10.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.92MShares$104 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.38MShares$74.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$73.1 Million0.03% of portfolio
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Ubs Group Ag445KShares$24 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC437KShares$23.6 Million0.0% of portfolio