Iams Wealth Management, LLC First Trust Nasdaq Technology Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
A detailed history of Iams Wealth Management, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Iams Wealth Management, LLC holds 39,442 shares of TDIV stock, worth $3.79 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
39,442
Previous 40,324
2.19%
Holding current value
$3.79 Million
Previous $3.64 Billion
6.95%
% of portfolio
1.56%
Previous 1.67%
Shares
11 transactions
Others Institutions Holding TDIV
# of Institutions
404Shares Held
25.1MCall Options Held
2.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.79MShares$268 Million0.09% of portfolio
-
Morgan Stanley New York, NY1.89MShares$181 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$143 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$131 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.36MShares$130 Million0.04% of portfolio