Iams Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History

Iams Wealth Management, LLC

  • $164 Billion
  • Q1 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Iams Wealth Management, LLC holds 208,136 shares of FIXD stock, worth $9.04 Million. This represents 5.52% of its overall portfolio holdings.

Number of Shares
208,136
Previous 217,630 4.36%
Holding current value
$9.04 Million
Previous $9.71 Billion 6.92%
% of portfolio
5.52%
Previous 6.28%

Shares

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

Apr 18, 2024
SELL
$43.25 - $44.65 $410,615 - $423,907
-9,494 Reduced 4.36%
208,136 $9.04 Billion
Q4 2023

Feb 07, 2024
BUY
$40.92 - $44.8 $429,537 - $470,265
10,497 Added 5.07%
217,630 $9.71 Billion
Q3 2023

Nov 14, 2023
BUY
$41.98 - $44.5 $8.7 Million - $9.22 Million
207,133 New
207,133 $8.71 Billion
Q1 2023

Oct 30, 2023
SELL
$43.57 - $45.9 $1.1 Million - $1.16 Million
-25,354 Reduced 10.96%
206,011 $9.25 Billion
Q4 2022

Oct 27, 2023
BUY
$42.36 - $45.11 $9.8 Million - $10.4 Million
231,365 New
231,365 $10.2 Billion

Others Institutions Holding FIXD

# of Institutions
362
Shares Held
99.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII TCW OPPORTUN

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