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

Iams Wealth Management, LLC

$219 Billion
Q4 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 78,410 shares of LGOV stock, worth $1.63 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

78,410

Previous 66,559 17.81%

Holding current value

$1.63 Million

Previous $1.49 Billion 9.6%

% of portfolio

0.75%

Previous 0.73%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$20.75 - $22.49 $245,908 - $266,528	11,851 Added 17.81%	78,410 $1.63 Billion
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

113

Shares Held

23M

Call Options Held

Put Options Held

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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