Iams Wealth Management, LLC First Tr Exchange Traded Fd Ut Transaction History
Iams Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, Iams Wealth Management, LLC holds 7,188 shares of FXU stock, worth $275,228. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,188
Previous 10,371
30.69%
Holding current value
$275,228
Previous $399 Million
31.87%
% of portfolio
0.12%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding FXU
# of Institutions
126Shares Held
5.83MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$39.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC543KShares$20.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc403KShares$15.4 Million0.01% of portfolio
-
Truist Financial Corp350KShares$13.4 Million0.02% of portfolio
-
Csenge Advisory Group324KShares$12.4 Million0.63% of portfolio