Iams Wealth Management, LLC First Trust Developed Markets Transaction History

Iams Wealth Management, LLC

  • $164 Billion
  • Q1 2024

A detailed history of Iams Wealth Management, LLC transactions in First Trust Developed Markets stock. As of the latest transaction made, Iams Wealth Management, LLC holds 26,508 shares of FDT stock, worth $1.49 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
26,508
Previous 26,072 1.67%
Holding current value
$1.49 Million
Previous $1.37 Billion 3.92%
% of portfolio
0.87%
Previous 0.89%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$50.91 - $56.24 $22,196 - $24,520
436 Added 1.67%
26,508 $1.42 Billion
Q4 2023

Feb 07, 2024
SELL
$47.22 - $52.8 $92,645 - $103,593
-1,962 Reduced 7.0%
26,072 $1.37 Billion
Q3 2023

Nov 14, 2023
BUY
$50.11 - $54.64 $1.4 Million - $1.53 Million
28,034 New
28,034 $1.41 Billion
Q1 2023

Oct 30, 2023
BUY
$47.82 - $52.75 $9,850 - $10,866
206 Added 0.5%
41,221 $2.08 Billion
Q4 2022

Oct 27, 2023
BUY
$44.08 - $49.17 $1.81 Million - $2.02 Million
41,015 New
41,015 $1.96 Billion

Others Institutions Holding FDT

# of Institutions
120
Shares Held
5.51M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST DEVELOPED MARKETS

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