Iams Wealth Management, LLC First Trust Vii Alternative Ab Transaction History

Iams Wealth Management, LLC

$218 Billion
Q1 2025

A detailed history of Iams Wealth Management, LLC transactions in First Trust Vii Alternative Ab stock. As of the latest transaction made, Iams Wealth Management, LLC holds 21,554 shares of FAAR stock, worth $563,421. This represents 0.29% of its overall portfolio holdings.

Number of Shares

21,554

Previous 21,867 1.43%

Holding current value

$563,421

Previous $612 Million 1.77%

% of portfolio

0.29%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$27.81 - $28.97 $8,704 - $9,067	-313 Reduced 1.43%	21,554 $623 Million
Q4 2024 Jan 23, 2025	BUY	$27.44 - $28.42 $44,699 - $46,296	1,629 Added 8.05%	21,867 $612 Million
Q3 2024 Oct 11, 2024	BUY	$27.83 - $28.78 $149,586 - $154,692	5,375 Added 36.16%	20,238 $563 Million
Q2 2024 Aug 05, 2024	SELL	$28.0 - $29.28 $718,200 - $751,032	-25,650 Reduced 63.31%	14,863 $422 Million
Q1 2024 Apr 18, 2024	BUY	$27.25 - $28.79 $92,404 - $97,626	3,391 Added 9.13%	40,513 $1.15 Billion
Q4 2023 Feb 07, 2024	SELL	$27.22 - $28.55 $236,106 - $247,642	-8,674 Reduced 18.94%	37,122 $1.02 Billion
Q3 2023 Nov 14, 2023	BUY	$28.24 - $29.98 $1.29 Million - $1.37 Million	45,796 New	45,796 $1.31 Billion
Q1 2023 Oct 30, 2023	BUY	$29.33 - $30.58 $70,509 - $73,514	2,404 Added 5.66%	44,897 $1.34 Billion
Q4 2022 Oct 27, 2023	BUY	$28.93 - $32.06 $1.23 Million - $1.36 Million	42,493 New	42,493 $1.27 Billion

Others Institutions Holding FAAR

# of Institutions

Shares Held

3.06M

Call Options Held

Put Options Held

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About FIRST TRUST VII ALTERNATIVE AB

Ticker FAAR
Sector ETFs
Industry ETFs

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Iams Wealth Management, LLC First Trust Vii Alternative Ab Transaction History