Iams Wealth Management, LLC First Trust Developed Markets Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in First Trust Developed Markets stock. As of the latest transaction made, Iams Wealth Management, LLC holds 22,556 shares of FDT stock, worth $1.25 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

22,556

Previous 22,115 1.99%

Holding current value

$1.25 Million

Previous $1.28 Billion 4.36%

% of portfolio

0.56%

Previous 0.63%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$53.27 - $57.72 $23,492 - $25,454	441 Added 1.99%	22,556 $1.22 Billion
Q3 2024 Oct 11, 2024	BUY	$51.36 - $58.76 $117,203 - $134,090	2,282 Added 11.51%	22,115 $1.28 Billion
Q2 2024 Aug 05, 2024	SELL	$53.71 - $57.53 $358,514 - $384,012	-6,675 Reduced 25.18%	19,833 $1.09 Billion
Q1 2024 Apr 18, 2024	BUY	$50.91 - $56.24 $22,196 - $24,520	436 Added 1.67%	26,508 $1.42 Billion
Q4 2023 Feb 07, 2024	SELL	$47.22 - $52.8 $92,645 - $103,593	-1,962 Reduced 7.0%	26,072 $1.37 Billion
Q3 2023 Nov 14, 2023	BUY	$50.11 - $54.64 $1.4 Million - $1.53 Million	28,034 New	28,034 $1.41 Billion
Q1 2023 Oct 30, 2023	BUY	$47.82 - $52.75 $9,850 - $10,866	206 Added 0.5%	41,221 $2.08 Billion
Q4 2022 Oct 27, 2023	BUY	$42.01 - $49.17 $1.72 Million - $2.02 Million	41,015 New	41,015 $1.96 Billion

Others Institutions Holding FDT

# of Institutions

122

Shares Held

5.58M

Call Options Held

Put Options Held

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About FIRST TRUST DEVELOPED MARKETS

Ticker FDT
Sector ETFs
Industry ETFs

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Iams Wealth Management, LLC First Trust Developed Markets Transaction History