A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Iams Wealth Management, LLC holds 13,602 shares of FID stock, worth $231,234. This represents 0.12% of its overall portfolio holdings.

Number of Shares
13,602
Previous 11,332 20.03%
Holding current value
$231,234
Previous $178 Million 34.08%
% of portfolio
0.12%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$15.76 - $17.74 $35,775 - $40,269
2,270 Added 20.03%
13,602 $239 Million
Q2 2024

Aug 05, 2024

SELL
$15.24 - $16.6 $50,932 - $55,477
-3,342 Reduced 22.77%
11,332 $178 Million
Q1 2024

Apr 18, 2024

BUY
$15.16 - $16.09 $8,489 - $9,010
560 Added 3.97%
14,674 $229 Million
Q4 2023

Feb 07, 2024

SELL
$14.07 - $16.12 $984 - $1,128
-70 Reduced 0.49%
14,114 $228 Million
Q3 2023

Nov 14, 2023

BUY
$14.68 - $15.94 $208,221 - $226,092
14,184 New
14,184 $208 Million
Q1 2023

Oct 30, 2023

SELL
$15.13 - $16.42 $19,426 - $21,083
-1,284 Reduced 8.68%
13,515 $212 Million
Q4 2022

Oct 27, 2023

BUY
$13.33 - $15.69 $197,270 - $232,196
14,799 New
14,799 $227 Million

Others Institutions Holding FID

About FIRST TR EXCHANGE-TRDED FD VI


  • Ticker FID
  • Sector ETFs
  • Industry ETFs
More about FID
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.