Iams Wealth Management, LLC Wisdomtree Tr U.S Transaction History

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,935 shares of DHS stock, worth $281,818. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,935
Holding current value
$281,818
% of portfolio
0.13%

Shares

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

Jan 23, 2025
BUY
$92.66 - $100.58 $271,957 - $295,202
2,935 New
2,935 $274 Million
Q3 2023

Nov 14, 2023
BUY
$77.8 - $83.01 $257,595 - $274,846
3,311 New
3,311 $258 Million
Q4 2022

Oct 27, 2023
BUY
$77.6 - $89.39 $256,933 - $295,970
3,311 New
3,311 $285 Million

Others Institutions Holding DHS

# of Institutions
228
Shares Held
5.68M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

DHS Quotes by TradingView
  • Ticker DHS
  • Sector ETFs
  • Industry ETFs
More about DHS
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.

Choose your preferred platform and Sign Up 👇 Telegram Email