Iams Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Iams Wealth Management, LLC
- $277 Billion
- Q4 2025
A detailed history of Iams Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Iams Wealth Management, LLC holds 106,257 shares of BUFD stock, worth $2.95 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
106,257
Previous 77,845
36.5%
Holding current value
$2.95 Million
Previous $2.15 Billion
39.46%
% of portfolio
1.08%
Previous 0.86%
Shares
12 transactions
Others Institutions Holding BUFD
# of Institutions
199Shares Held
47.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.33MShares$259 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.97MShares$110 Million5.7% of portfolio
-
Envestnet Asset Management Inc3.6MShares$99.9 Million0.03% of portfolio
-
Legacy Financial Group LLC1.97MShares$54.6 Million8.85% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.91MShares$53.1 Million0.08% of portfolio