Iams Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Iams Wealth Management, LLC

  • $218 Billion
  • Q2 2025

A detailed history of Iams Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Iams Wealth Management, LLC holds 12,337 shares of FDL stock, worth $539,990. This represents 0.24% of its overall portfolio holdings.

Number of Shares
12,337
Previous 12,523 1.49%
Holding current value
$539,990
Previous $544 Million 5.05%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Jul 14, 2025
SELL
$38.19 - $43.19 $7,103 - $8,033
-186 Reduced 1.49%
12,337 $517 Million
Q1 2025

Apr 10, 2025
SELL
$39.69 - $43.83 $14,447 - $15,954
-364 Reduced 2.82%
12,523 $544 Million
Q4 2024

Jan 23, 2025
SELL
$39.59 - $43.95 $21,814 - $24,216
-551 Reduced 4.1%
12,887 $519 Million
Q3 2024

Oct 11, 2024
BUY
$37.66 - $42.06 $127,215 - $142,078
3,378 Added 33.58%
13,438 $564 Million
Q2 2024

Aug 05, 2024
SELL
$36.38 - $39.01 $987,244 - $1.06 Million
-27,137 Reduced 72.95%
10,060 $382 Million
Q1 2024

Apr 18, 2024
SELL
$35.29 - $38.48 $349,829 - $381,452
-9,913 Reduced 21.04%
37,197 $1.35 Billion
Q4 2023

Feb 07, 2024
BUY
$31.58 - $36.4 $992,054 - $1.14 Million
31,414 Added 200.14%
47,110 $1.69 Billion
Q3 2023

Nov 14, 2023
BUY
$33.36 - $35.96 $523,618 - $564,428
15,696 New
15,696 $525 Million
Q1 2023

Oct 30, 2023
SELL
$33.91 - $38.26 $36,588 - $41,282
-1,079 Reduced 7.08%
14,157 $498 Million
Q4 2022

Oct 27, 2023
BUY
$33.07 - $38.07 $503,854 - $580,034
15,236 New
15,236 $557 Million

Others Institutions Holding FDL

# of Institutions
484
Shares Held
82.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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