A detailed history of Iams Wealth Management, LLC transactions in First Trust Vii Alternative Ab stock. As of the latest transaction made, Iams Wealth Management, LLC holds 20,238 shares of FAAR stock, worth $565,652. This represents 0.28% of its overall portfolio holdings.

Number of Shares
20,238
Previous 14,863 36.16%
Holding current value
$565,652
Previous $422 Million 33.38%
% of portfolio
0.28%
Previous 0.23%

Shares

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

Oct 11, 2024

BUY
$27.83 - $28.78 $149,586 - $154,692
5,375 Added 36.16%
20,238 $563 Million
Q2 2024

Aug 05, 2024

SELL
$28.0 - $29.28 $718,200 - $751,032
-25,650 Reduced 63.31%
14,863 $422 Million
Q1 2024

Apr 18, 2024

BUY
$27.25 - $28.79 $92,404 - $97,626
3,391 Added 9.13%
40,513 $1.15 Billion
Q4 2023

Feb 07, 2024

SELL
$27.22 - $28.55 $236,106 - $247,642
-8,674 Reduced 18.94%
37,122 $1.02 Billion
Q3 2023

Nov 14, 2023

BUY
$28.24 - $29.98 $1.29 Million - $1.37 Million
45,796 New
45,796 $1.31 Billion
Q1 2023

Oct 30, 2023

BUY
$29.33 - $30.58 $70,509 - $73,514
2,404 Added 5.66%
44,897 $1.34 Billion
Q4 2022

Oct 27, 2023

BUY
$28.93 - $32.06 $1.23 Million - $1.36 Million
42,493 New
42,493 $1.27 Billion

Others Institutions Holding FAAR

About FIRST TRUST VII ALTERNATIVE AB


  • Ticker FAAR
  • Sector ETFs
  • Industry ETFs
More about FAAR
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.