Iams Wealth Management, LLC First Tr Exchange Trd Fd Healt Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Trd Fd Healt stock. As of the latest transaction made, Iams Wealth Management, LLC holds 11,817 shares of FXH stock, worth $1.31 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

11,817

Previous 11,993 1.47%

Holding current value

$1.31 Million

Previous $1.34 Billion 8.28%

% of portfolio

0.56%

Previous 0.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$103.53 - $112.72 $18,221 - $19,838	-176 Reduced 1.47%	11,817 $1.23 Billion
Q3 2024 Oct 11, 2024	SELL	$103.09 - $113.83 $271,229 - $299,486	-2,631 Reduced 17.99%	11,993 $1.34 Billion
Q2 2024 Aug 05, 2024	SELL	$101.59 - $108.72 $364,606 - $390,196	-3,589 Reduced 19.71%	14,624 $1.53 Billion
Q1 2024 Apr 18, 2024	BUY	$102.38 - $109.59 $224,826 - $240,659	2,196 Added 13.71%	18,213 $1.95 Billion
Q4 2023 Feb 07, 2024	SELL	$90.04 - $103.89 $290,198 - $334,837	-3,223 Reduced 16.75%	16,017 $1.66 Billion
Q3 2023 Nov 14, 2023	BUY	$97.16 - $108.54 $1.87 Million - $2.09 Million	19,240 New	19,240 $1.87 Billion
Q1 2023 Oct 30, 2023	BUY	$102.85 - $114.21 $456,242 - $506,635	4,436 Added 34.41%	17,327 $1.84 Billion
Q4 2022 Oct 27, 2023	BUY	$97.22 - $110.84 $1.25 Million - $1.43 Million	12,891 New	12,891 $1.4 Billion

Others Institutions Holding FXH

# of Institutions

273

Shares Held

6.27M

Call Options Held

700

Put Options Held

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About FIRST TR EXCHANGE TRD FD HEALT

Ticker FXH
Sector ETFs
Industry ETFs

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Iams Wealth Management, LLC First Tr Exchange Trd Fd Healt Transaction History