Iams Wealth Management, LLC First Tr Exchange Trded Fd Vi Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Iams Wealth Management, LLC holds 13,586 shares of FID stock, worth $220,772. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,586

Previous 13,602 0.12%

Holding current value

$220,772

Previous $239 Million 7.4%

% of portfolio

0.1%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$16.06 - $17.64 $256 - $282	-16 Reduced 0.12%	13,586 $221 Million
Q3 2024 Oct 11, 2024	BUY	$15.76 - $17.74 $35,775 - $40,269	2,270 Added 20.03%	13,602 $239 Million
Q2 2024 Aug 05, 2024	SELL	$15.24 - $16.6 $50,932 - $55,477	-3,342 Reduced 22.77%	11,332 $178 Million
Q1 2024 Apr 18, 2024	BUY	$15.16 - $16.09 $8,489 - $9,010	560 Added 3.97%	14,674 $229 Million
Q4 2023 Feb 07, 2024	SELL	$14.07 - $16.12 $984 - $1,128	-70 Reduced 0.49%	14,114 $228 Million
Q3 2023 Nov 14, 2023	BUY	$14.68 - $15.94 $208,221 - $226,092	14,184 New	14,184 $208 Million
Q1 2023 Oct 30, 2023	SELL	$15.13 - $16.42 $19,426 - $21,083	-1,284 Reduced 8.68%	13,515 $212 Million
Q4 2022 Oct 27, 2023	BUY	$13.33 - $15.69 $197,270 - $232,196	14,799 New	14,799 $227 Million

Others Institutions Holding FID

# of Institutions

Shares Held

3.58M

Call Options Held

Put Options Held

View Full List

About FIRST TR EXCHANGE-TRDED FD VI

Ticker FID
Sector ETFs
Industry ETFs

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Iams Wealth Management, LLC First Tr Exchange Trded Fd Vi Transaction History