Iams Wealth Management, LLC First Tr Large Cap Core Alphde Transaction History

Iams Wealth Management, LLC

  • $164 Billion
  • Q1 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Iams Wealth Management, LLC holds 13,197 shares of FEX stock, worth $1.28 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
13,197
Previous 8,820 49.63%
Holding current value
$1.28 Million
Previous $795 Million 57.35%
% of portfolio
0.76%
Previous 0.51%

Shares

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

Apr 18, 2024
BUY
$88.44 - $99.24 $387,101 - $434,373
4,377 Added 49.63%
13,197 $1.25 Billion
Q4 2023

Feb 07, 2024
SELL
$76.85 - $90.58 $953,862 - $1.12 Million
-12,412 Reduced 58.46%
8,820 $795 Million
Q3 2023

Nov 14, 2023
BUY
$80.42 - $87.5 $1.71 Million - $1.86 Million
21,232 New
21,232 $1.72 Billion
Q1 2023

Oct 30, 2023
BUY
$76.64 - $86.44 $156,958 - $177,029
2,048 Added 11.22%
20,294 $1.61 Billion
Q4 2022

Oct 27, 2023
BUY
$78.67 - $84.99 $1.44 Million - $1.55 Million
18,246 New
18,246 $1.46 Billion

Others Institutions Holding FEX

# of Institutions
208
Shares Held
7.13M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP CORE ALPHDE

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