Iams Wealth Management, LLC VALUED ADVISERS TR Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024
Number of Shares
28,025
Previous 11,250 149.11%
Holding current value
$718 Million
Previous $285 Million 152.01%
% of portfolio
0.35%
Previous 0.16%

Shares

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

Oct 11, 2024
BUY
N/A
16,775 Added 149.11%
28,025 $718 Million
Q2 2024

Aug 05, 2024
BUY
N/A
11,250 New
11,250 $285 Million
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