Iams Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Iams Wealth Management, LLC holds 11,164 shares of FSMB stock, worth $221,717. This represents 0.1% of its overall portfolio holdings.

Number of Shares

11,164

Previous 13,003 14.14%

Holding current value

$221,717

Previous $260 Million 14.87%

% of portfolio

0.1%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$19.8 - $20.06 $36,412 - $36,890	-1,839 Reduced 14.14%	11,164 $221 Million
Q3 2024 Oct 11, 2024	BUY	$19.74 - $20.07 $9,514 - $9,673	482 Added 3.85%	13,003 $260 Million
Q2 2024 Aug 05, 2024	SELL	$19.67 - $19.84 $35,406 - $35,712	-1,800 Reduced 12.57%	12,521 $248 Million
Q1 2024 Apr 18, 2024	BUY	$19.82 - $19.96 $23,982 - $24,151	1,210 Added 9.23%	14,321 $285 Million
Q4 2023 Feb 07, 2024	SELL	$19.31 - $19.97 $4,595 - $4,752	-238 Reduced 1.78%	13,111 $262 Million
Q3 2023 Nov 14, 2023	BUY	$19.39 - $19.82 $258,837 - $264,577	13,349 New	13,349 $259 Million
Q4 2022 Oct 27, 2023	BUY	$19.42 - $19.84 $396,168 - $404,736	20,400 New	20,400 $403 Million

Others Institutions Holding FSMB

# of Institutions

125

Shares Held

16.4M

Call Options Held

Put Options Held

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About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
Sector ETFs
Industry ETFs

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Iams Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History