Iams Wealth Management, LLC First Trust Nasdaq Technology Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Iams Wealth Management, LLC holds 39,256 shares of TDIV stock, worth $3.16 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
39,256
Previous 34,967
12.27%
Holding current value
$3.16 Million
Previous $2.65 Billion
19.15%
% of portfolio
1.55%
Previous 1.45%
Shares
7 transactions
Others Institutions Holding TDIV
# of Institutions
340Shares Held
20.8MCall Options Held
7.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.26MShares$182 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.08MShares$167 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$141 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$95.6 Million0.01% of portfolio
-
Ubs Group Ag1.02MShares$82.5 Million0.02% of portfolio