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

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024
Number of Shares
69,819
Previous 71,585 2.47%
Holding current value
$1.43 Billion
Previous $1.53 Billion 6.67%
% of portfolio
0.65%
Previous 0.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
N/A
-1,766 Reduced 2.47%
69,819 $1.43 Billion
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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