Iams Wealth Management, LLC First Tr Exchange Traded Fd Ut 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 Ut stock. As of the latest transaction made, Iams Wealth Management, LLC holds 10,371 shares of FXU stock, worth $396,172. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,371
Previous 6,546
58.43%
Holding current value
$396,172
Previous $216 Million
84.35%
% of portfolio
0.2%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding FXU
# of Institutions
127Shares Held
5.87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$39.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC543KShares$20.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc403KShares$15.4 Million0.01% of portfolio
-
Truist Financial Corp350KShares$13.4 Million0.02% of portfolio
-
Csenge Advisory Group324KShares$12.4 Million0.63% of portfolio