Iams Wealth Management, LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Oct 27, 2023	BUY	$30.8 - $34.27 $264,756 - $294,584	8,596 New	8,596 $284 Million

Others Institutions Holding FOCT

# of Institutions

110

Shares Held

2.99M

Call Options Held

0

Put Options Held

0

Bleakley Financial Group, LLC Fairfield, NJ

271K
Shares

$11.8 Million
0.35% of portfolio
Cwm, LLC

189K
Shares

$8.22 Million
0.03% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

156K
Shares

$6.81 Million
0.71% of portfolio
Mc Carthy & Cox Marysville, OH

144K
Shares

$6.29 Million
2.14% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

132K
Shares

$5.74 Million
0.01% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker FOCT
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