Iams Wealth Management, LLC Ssga Active Trust Transaction History

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Iams Wealth Management, LLC holds 5,770 shares of SRLN stock, worth $238,185. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,770
Previous 5,669 1.78%
Holding current value
$238,185
Previous $236 Million 1.74%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$41.28 - $41.65 $4,169 - $4,206
101 Added 1.78%
5,770 $240 Million
Q2 2025

Jul 14, 2025
BUY
$39.47 - $41.59 $26,050 - $27,449
660 Added 13.18%
5,669 $236 Million
Q1 2025

Apr 10, 2025
BUY
$41.02 - $41.99 $205,469 - $210,327
5,009 New
5,009 $206 Million

Others Institutions Holding SRLN

# of Institutions
575
Shares Held
128M
Call Options Held
29.2K
Put Options Held
6.9K
View Full List

About SSGA ACTIVE TRUST

SRLN Quotes by TradingView
  • Ticker SRLN
  • Sector ETFs
  • Industry ETFs
More about SRLN
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email