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

Iams Wealth Management, LLC

$204 Billion
Q3 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 13,602 shares of FID stock, worth $229,465. This represents 0.12% of its overall portfolio holdings.

Number of Shares

13,602

Previous 11,332 20.03%

Holding current value

$229,465

Previous $178 Million 34.08%

% of portfolio

0.12%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3.28M

Call Options Held

Put Options Held

View Full List

About FIRST TR EXCHANGE-TRDED FD VI

Ticker FID
Sector ETFs
Industry ETFs

More about FID

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Account

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