A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, Iams Wealth Management, LLC holds 10,371 shares of FXU stock, worth $425,625. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,371
Previous 6,546 58.43%
Holding current value
$425,625
Previous $216 Million 84.35%
% of portfolio
0.2%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$32.72 - $38.48 $125,154 - $147,186
3,825 Added 58.43%
10,371 $399 Million
Q2 2024

Aug 05, 2024

BUY
$30.78 - $35.11 $201,485 - $229,830
6,546 New
6,546 $216 Million

Others Institutions Holding FXU

About FIRST TR EXCHANGE TRADED FD UT


  • Ticker FXU
  • Sector ETFs
  • Industry ETFs
More about FXU
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.