Iams Wealth Management, LLC First Tr Exchange Trd Fd Healt Put Options Transaction History

Iams Wealth Management, LLC

$218 Billion
Q1 2025

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2023 Oct 30, 2023	BUY	$101.96 - $110.94 $4.27 Million - $4.65 Million	41,914 New	41,914 $4.5 Billion

Others Institutions Holding FXH

# of Institutions

278

Shares Held

5.96M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.29M
Shares

$126 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

591K
Shares

$57.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

374K
Shares

$36.4 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

288K
Shares

$28 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

282K
Shares

$27.4 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRD FD HEALT

Ticker FXH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.