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

Iams Wealth Management, LLC

$204 Billion
Q3 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 114,494 shares of FIXD stock, worth $5.01 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

114,494

Previous 92,635 23.6%

Holding current value

$5.01 Million

Previous $3.99 Billion 29.88%

% of portfolio

2.54%

Previous 2.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$42.87 - $45.76 $937,095 - $1 Million	21,859 Added 23.6%	114,494 $5.18 Billion
Q2 2024 Aug 05, 2024	SELL	$42.01 - $43.6 $4.85 Million - $5.04 Million	-115,501 Reduced 55.49%	92,635 $3.99 Billion
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	$42.11 - $45.11 $9.74 Million - $10.4 Million	231,365 New	231,365 $10.2 Billion

Others Institutions Holding FIXD

# of Institutions

352

Shares Held

97.9M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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