Iams Wealth Management, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Iams Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Iams Wealth Management, LLC holds 86,274 shares of BUFQ stock, worth $2.8 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
86,274
Previous 61,283
40.78%
Holding current value
$2.8 Million
Previous $1.86 Billion
45.79%
% of portfolio
1.24%
Previous 0.91%
Shares
4 transactions
Others Institutions Holding BUFQ
# of Institutions
138Shares Held
22.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.08MShares$230 Million0.09% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.13MShares$36.8 Million8.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.08MShares$35.1 Million0.07% of portfolio
-
Envestnet Asset Management Inc1.02MShares$33 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC869KShares$28.2 Million0.04% of portfolio