Iams Wealth Management, LLC VALUED ADVISERS TR Transaction History

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024
Number of Shares
44,292
Previous 28,025 58.04%
Holding current value
$1.13 Billion
Previous $718 Million 56.63%
% of portfolio
0.51%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
N/A
16,267 Added 58.04%
44,292 $1.13 Billion
Q3 2024

Oct 11, 2024
BUY
N/A
16,775 Added 149.11%
28,025 $718 Million
Q2 2024

Aug 05, 2024
BUY
N/A
11,250 New
11,250 $285 Million
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