Iams Wealth Management, LLC First Tr Tactical High Yield L Transaction History

Iams Wealth Management, LLC

$204 Billion
Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Iams Wealth Management, LLC holds 20,468 shares of HYLS stock, worth $848,193. This represents 0.42% of its overall portfolio holdings.

Number of Shares

20,468

Previous 15,262 34.11%

Holding current value

$848,193

Previous $620 Million 38.5%

% of portfolio

0.42%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$40.54 - $42.23 $211,051 - $219,849	5,206 Added 34.11%	20,468 $859 Million
Q2 2024 Aug 05, 2024	SELL	$40.2 - $41.01 $111,997 - $114,253	-2,786 Reduced 15.44%	15,262 $620 Million
Q1 2024 Apr 18, 2024	BUY	$40.81 - $41.46 $41,462 - $42,123	1,016 Added 5.97%	18,048 $742 Million
Q4 2023 Feb 07, 2024	SELL	$38.23 - $41.71 $4,816 - $5,255	-126 Reduced 0.73%	17,032 $708 Million
Q3 2023 Nov 14, 2023	BUY	$39.14 - $40.03 $671,564 - $686,834	17,158 New	17,158 $673 Million
Q1 2023 Oct 30, 2023	BUY	$38.94 - $41.16 $99,803 - $105,493	2,563 Added 48.57%	7,840 $309 Million
Q4 2022 Oct 27, 2023	BUY	$38.49 - $40.0 $203,111 - $211,080	5,277 New	5,277 $205 Million

Others Institutions Holding HYLS

# of Institutions

215

Shares Held

30.2M

Call Options Held

Put Options Held

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About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
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Iams Wealth Management, LLC First Tr Tactical High Yield L Transaction History