Iams Wealth Management, LLC First Tr ETF Iv Long Duration Call Options Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LGOV
# of Institutions
96Shares Held
16.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.4MShares$29.5 Million0.02% of portfolio
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Envestnet Asset Management Inc1.07MShares$22.6 Million0.01% of portfolio
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Atria Wealth Solutions, Inc. New York, NY1.05MShares$22.3 Million0.25% of portfolio
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Gladstone Institutional Advisory LLC Boca Raton, FL1MShares$21.2 Million1.19% of portfolio
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Morgan Stanley New York, NY846KShares$17.9 Million0.0% of portfolio