Iams Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q1 2025
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 7,900 shares of FXO stock, worth $388,127. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,900Holding current value
$388,127% of portfolio
0.11%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding FXO
# of Institutions
242Shares Held
30.3MCall Options Held
7.5KPut Options Held
0-
First Trust Advisors LP Wheaton, IL15.1MShares$740 Million0.75% of portfolio
-
Morgan Stanley New York, NY2.48MShares$122 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.9MShares$93.1 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.47MShares$72 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL704KShares$34.6 Million0.01% of portfolio