Iams Wealth Management, LLC First Trust Nasdaq Technology Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
A detailed history of Iams Wealth Management, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Iams Wealth Management, LLC holds 39,442 shares of TDIV stock, worth $3.95 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
39,442
Previous 40,324
2.19%
Holding current value
$3.95 Million
Previous $3.64 Billion
6.95%
% of portfolio
1.56%
Previous 1.67%
Shares
11 transactions
Others Institutions Holding TDIV
# of Institutions
401Shares Held
23.9MCall Options Held
4.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.6MShares$260 Million0.08% of portfolio
-
Morgan Stanley New York, NY1.95MShares$195 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.39MShares$139 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC1.38MShares$138 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$138 Million0.03% of portfolio