Iams Wealth Management, LLC First Tr Exchange Traded Fd Fi 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 Fi stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,588 shares of FXL stock, worth $406,393. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,588Holding current value
$406,393% of portfolio
0.11%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding FXL
# of Institutions
252Shares Held
6.27MCall Options Held
6.2KPut Options Held
5K-
Morgan Stanley New York, NY825KShares$130 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA659KShares$104 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC447KShares$70.2 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL443KShares$69.6 Million0.02% of portfolio
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Raymond James & Associates St Petersburg, FL276KShares$43.3 Million0.02% of portfolio