Iams Wealth Management, LLC First Trust Developed Markets Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
A detailed history of Iams Wealth Management, LLC transactions in First Trust Developed Markets stock. As of the latest transaction made, Iams Wealth Management, LLC holds 19,197 shares of FDT stock, worth $1.5 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
19,197
Previous 20,606
6.84%
Holding current value
$1.5 Million
Previous $1.42 Billion
2.11%
% of portfolio
0.58%
Previous 0.65%
Shares
11 transactions
Others Institutions Holding FDT
# of Institutions
155Shares Held
6.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$83.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC752KShares$58.6 Million0.02% of portfolio
-
Envestnet Asset Management Inc419KShares$32.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA380KShares$29.7 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL262KShares$20.4 Million0.02% of portfolio