Iams Wealth Management, LLC First Tr Morningstar Dividend Put Options Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2023 Oct 30, 2023	BUY	$33.19 - $36.38 $982,158 - $1.08 Million	29,592 New	29,592 $1 Billion

Others Institutions Holding FDL

# of Institutions

396

Shares Held

59.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$349 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$274 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$102 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$80.2 Million
0.11% of portfolio
Ubs Group Ag

1.81M
Shares

$74.5 Million
0.02% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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