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

Iams Wealth Management, LLC

  • $218 Billion
  • Q2 2025
Number of Shares
64,372
Previous 67,770 5.01%
Holding current value
$1.35 Billion
Previous $1.41 Billion 3.96%
% of portfolio
0.62%
Previous 0.64%

Shares

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

Jul 14, 2025
SELL
N/A
-3,398 Reduced 5.01%
64,372 $1.35 Billion
Q1 2025

Apr 10, 2025
SELL
N/A
-2,049 Reduced 2.93%
67,770 $1.41 Billion
Q4 2024

Jan 23, 2025
SELL
N/A
-1,766 Reduced 2.47%
69,819 $1.43 Billion
Q3 2024

Oct 11, 2024
BUY
N/A
27,779 Added 63.41%
71,585 $1.53 Billion
Q2 2024

Aug 05, 2024
BUY
N/A
43,806 New
43,806 $895 Million
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