Iams Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Iams Wealth Management, LLC holds 12,887 shares of FDL stock, worth $551,434. This represents 0.24% of its overall portfolio holdings.

Number of Shares

12,887

Previous 13,438 4.1%

Holding current value

$551,434

Previous $564 Million 7.96%

% of portfolio

0.24%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$39.59 - $43.95 $21,814 - $24,216	-551 Reduced 4.1%	12,887 $519 Million
Q3 2024 Oct 11, 2024	BUY	$37.66 - $42.06 $127,215 - $142,078	3,378 Added 33.58%	13,438 $564 Million
Q2 2024 Aug 05, 2024	SELL	$36.38 - $39.01 $987,244 - $1.06 Million	-27,137 Reduced 72.95%	10,060 $382 Million
Q1 2024 Apr 18, 2024	SELL	$35.29 - $38.48 $349,829 - $381,452	-9,913 Reduced 21.04%	37,197 $1.35 Billion
Q4 2023 Feb 07, 2024	BUY	$31.58 - $36.4 $992,054 - $1.14 Million	31,414 Added 200.14%	47,110 $1.69 Billion
Q3 2023 Nov 14, 2023	BUY	$33.36 - $35.96 $523,618 - $564,428	15,696 New	15,696 $525 Million
Q1 2023 Oct 30, 2023	SELL	$33.91 - $38.26 $36,588 - $41,282	-1,079 Reduced 7.08%	14,157 $498 Million
Q4 2022 Oct 27, 2023	BUY	$33.07 - $38.07 $503,854 - $580,034	15,236 New	15,236 $557 Million

Others Institutions Holding FDL

# of Institutions

431

Shares Held

68.4M

Call Options Held

Put Options Held

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Account

Iams Wealth Management, LLC First Tr Morningstar Dividend Transaction History