Iams Wealth Management, LLC First Tr Fd Dow Jones Transaction History

Iams Wealth Management, LLC

$204 Billion
Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Iams Wealth Management, LLC holds 10,625 shares of FDN stock, worth $2.45 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

10,625

Previous 9,608 10.58%

Holding current value

$2.45 Million

Previous $1.97 Billion 14.3%

% of portfolio

1.1%

Previous 1.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$183.68 - $212.48 $186,802 - $216,092	1,017 Added 10.58%	10,625 $2.25 Billion
Q2 2024 Aug 05, 2024	SELL	$192.91 - $207.84 $502,337 - $541,215	-2,604 Reduced 21.32%	9,608 $1.97 Billion
Q1 2024 Apr 18, 2024	BUY	$179.04 - $206.29 $806,396 - $929,130	4,504 Added 58.43%	12,212 $2.45 Billion
Q4 2023 Feb 07, 2024	BUY	$147.79 - $188.39 $174,687 - $222,676	1,182 Added 18.11%	7,708 $1.44 Billion
Q3 2023 Nov 14, 2023	BUY	$156.69 - $174.63 $1.02 Million - $1.14 Million	6,526 New	6,526 $1.04 Billion
Q1 2023 Oct 30, 2023	BUY	$121.41 - $153.27 $472,406 - $596,373	3,891 Added 145.51%	6,565 $945 Million
Q4 2022 Oct 27, 2023	BUY	$116.11 - $135.9 $310,478 - $363,396	2,674 New	2,674 $329 Million

Others Institutions Holding FDN

# of Institutions

545

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

More about FDN

Track This Portfolio

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.

Account

Iams Wealth Management, LLC First Tr Fd Dow Jones Transaction History