Iams Wealth Management, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Iams Wealth Management, LLC

  • $218 Billion
  • Q2 2025
Number of Shares
149,236
Previous 129,437 15.3%
Holding current value
$3.14 Billion
Previous $2.72 Billion 15.68%
% of portfolio
1.44%
Previous 1.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
N/A
19,799 Added 15.3%
149,236 $3.14 Billion
Q1 2025

Apr 10, 2025
BUY
N/A
129,437 New
129,437 $2.72 Billion
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