Iams Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History

Iams Wealth Management, LLC

$218 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	SELL	$19.8 - $19.97 $2,356 - $2,376	-119 Reduced 1.07%	11,045 $219 Million
Q4 2024 Jan 23, 2025	SELL	$19.8 - $20.06 $36,412 - $36,890	-1,839 Reduced 14.14%	11,164 $221 Million
Q3 2024 Oct 11, 2024	BUY	$19.74 - $20.07 $9,514 - $9,673	482 Added 3.85%	13,003 $260 Million
Q2 2024 Aug 05, 2024	SELL	$19.67 - $19.84 $35,406 - $35,712	-1,800 Reduced 12.57%	12,521 $248 Million
Q1 2024 Apr 18, 2024	BUY	$19.82 - $19.96 $23,982 - $24,151	1,210 Added 9.23%	14,321 $285 Million
Q4 2023 Feb 07, 2024	SELL	$19.31 - $19.97 $4,595 - $4,752	-238 Reduced 1.78%	13,111 $262 Million
Q3 2023 Nov 14, 2023	BUY	$19.39 - $19.82 $258,837 - $264,577	13,349 New	13,349 $259 Million
Q4 2022 Oct 27, 2023	BUY	$19.42 - $19.84 $396,168 - $404,736	20,400 New	20,400 $403 Million

Others Institutions Holding FSMB

# of Institutions

134

Shares Held

20M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.15M
Shares

$83.1 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.75M
Shares

$35 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.37M
Shares

$27.3 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.34M
Shares

$26.8 Million
0.01% of portfolio
Rmr Wealth Builders

862K
Shares

$17.2 Million
1.59% of portfolio

About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
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