Iams Wealth Management, LLC Vanguard Mega Cap ETF Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding MGC
# of Institutions
445Shares Held
15.1MCall Options Held
14.4KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.59MShares$328 Million0.03% of portfolio
-
Morgan Stanley New York, NY631KShares$130 Million0.01% of portfolio
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New York Life Investment Management LLC New York, NY602KShares$124 Million1.27% of portfolio
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Wooster Corthell Wealth Management, Inc.490KShares$101 Million21.86% of portfolio
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Ameriprise Financial Inc Minneapolis, MN486KShares$100 Million0.03% of portfolio