Iams Wealth Management, LLC First Tr Exchange Traded Fd Transaction History
Iams Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Iams Wealth Management, LLC holds 5,466 shares of FXD stock, worth $351,354. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,466Holding current value
$351,354% of portfolio
0.11%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding FXD
# of Institutions
148Shares Held
22.4MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12.5MShares$804 Million0.75% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$114 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.53MShares$98.6 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL628KShares$40.3 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$25.5 Million0.03% of portfolio