Iams Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q2 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 36,861 shares of LMBS stock, worth $1.82 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
36,861
Previous 49,975
26.24%
Holding current value
$1.82 Million
Previous $2.46 Billion
26.09%
% of portfolio
0.83%
Previous 1.13%
Shares
10 transactions
Others Institutions Holding LMBS
# of Institutions
459Shares Held
82.1MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY12.9MShares$635 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.25MShares$456 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA5.08MShares$251 Million0.06% of portfolio
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Ubs Group Ag4.13MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.41MShares$168 Million0.07% of portfolio