Iams Wealth Management, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024
Number of Shares
71,585
Previous 43,806 63.41%
Holding current value
$1.53 Billion
Previous $895 Million 70.93%
% of portfolio
0.75%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
N/A
27,779 Added 63.41%
71,585 $1.53 Billion
Q2 2024

Aug 05, 2024
BUY
N/A
43,806 New
43,806 $895 Million
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