Iams Wealth Management, LLC First Tr ETF Iv Long Duration Transaction History

Iams Wealth Management, LLC

$204 Billion
Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Iv Long Duration stock. As of the latest transaction made, Iams Wealth Management, LLC holds 66,559 shares of LGOV stock, worth $1.38 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

66,559

Previous 48,993 35.85%

Holding current value

$1.38 Million

Previous $1.03 Billion 44.7%

% of portfolio

0.73%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$20.77 - $22.83 $364,845 - $401,031	17,566 Added 35.85%	66,559 $1.49 Billion
Q2 2024 Aug 05, 2024	BUY	$20.17 - $21.44 $512,439 - $544,704	25,406 Added 107.71%	48,993 $1.03 Billion
Q1 2024 Apr 18, 2024	SELL	$21.06 - $22.13 $222,519 - $233,825	-10,566 Reduced 30.94%	23,587 $501 Million
Q4 2023 Feb 07, 2024	SELL	$19.38 - $22.33 $95,892 - $110,488	-4,948 Reduced 12.65%	34,153 $756 Million
Q3 2023 Nov 14, 2023	BUY	$20.28 - $22.33 $792,968 - $873,125	39,101 New	39,101 $793 Million
Q1 2023 Oct 30, 2023	BUY	$21.8 - $23.04 $373,107 - $394,329	17,115 New	17,115 $387 Million

Others Institutions Holding LGOV

# of Institutions

114

Shares Held

21.9M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF IV LONG DURATION

Ticker LGOV
Sector ETFs
Industry ETFs

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Iams Wealth Management, LLC First Tr ETF Iv Long Duration Transaction History