Iams Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Iams Wealth Management, LLC holds 56,943 shares of LMBS stock, worth $2.79 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

56,943

Previous 51,938 9.64%

Holding current value

$2.79 Million

Previous $2.57 Billion 8.0%

% of portfolio

1.27%

Previous 1.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$48.48 - $49.47 $242,642 - $247,597	5,005 Added 9.64%	56,943 $2.77 Billion
Q3 2024 Oct 11, 2024	BUY	$47.95 - $49.61 $192,759 - $199,432	4,020 Added 8.39%	51,938 $2.57 Billion
Q2 2024 Aug 05, 2024	SELL	$47.58 - $48.41 $1.29 Million - $1.31 Million	-27,063 Reduced 36.09%	47,918 $2.3 Billion
Q1 2024 Apr 18, 2024	BUY	$47.95 - $48.49 $251,881 - $254,717	5,253 Added 7.53%	74,981 $3.6 Billion
Q4 2023 Feb 07, 2024	SELL	$46.58 - $48.36 $287,957 - $298,961	-6,182 Reduced 8.14%	69,728 $3.37 Billion
Q3 2023 Nov 14, 2023	BUY	$47.15 - $47.94 $3.58 Million - $3.64 Million	75,910 New	75,910 $3.59 Billion
Q1 2023 Oct 30, 2023	SELL	$47.34 - $48.21 $248,961 - $253,536	-5,259 Reduced 11.17%	41,832 $2 Billion
Q4 2022 Oct 27, 2023	BUY	$46.64 - $47.85 $2.2 Million - $2.25 Million	47,091 New	47,091 $2.23 Billion

Others Institutions Holding LMBS

# of Institutions

446

Shares Held

78.2M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

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 ETF Fd Iv First Tr Lo Transaction History