Iams Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Iams Wealth Management, LLC holds 37,073 shares of LMBS stock, worth $1.85 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
37,073
Previous 36,861
0.58%
Holding current value
$1.85 Million
Previous $1.82 Billion
1.65%
% of portfolio
0.74%
Previous 0.83%
Shares
11 transactions
Others Institutions Holding LMBS
# of Institutions
454Shares Held
89.8MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY13.8MShares$690 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.6MShares$580 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA5.43MShares$272 Million0.05% of portfolio
-
Ubs Group Ag4.63MShares$231 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$190 Million0.06% of portfolio