Iams Wealth Management, LLC First Tr ETF Iv Long Duration Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Iv Long Duration stock. As of the latest transaction made, Iams Wealth Management, LLC holds 52,620 shares of LGOV stock, worth $1.16 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
52,620
Previous 49,550
6.2%
Holding current value
$1.16 Million
Previous $1.06 Billion
7.83%
% of portfolio
0.46%
Previous 0.49%
Shares
10 transactions
Others Institutions Holding LGOV
# of Institutions
138Shares Held
26.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.71MShares$59.9 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.71MShares$37.7 Million0.01% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA1.58MShares$34.9 Million29.44% of portfolio
-
Royal Bank Of Canada Toronto, A61.2MShares$26.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.12MShares$24.8 Million0.0% of portfolio