Iams Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Iams Wealth Management, LLC holds 13,438 shares of FDL stock, worth $533,354. This represents 0.28% of its overall portfolio holdings.
Number of Shares
13,438
Previous 10,060
33.58%
Holding current value
$533,354
Previous $382 Million
47.74%
% of portfolio
0.28%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
59.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$336 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$263 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$97.9 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$77.1 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$71.7 Million0.02% of portfolio