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

Iams Wealth Management, LLC

$219 Billion
Q4 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 174,783 shares of FIXD stock, worth $7.68 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares

174,783

Previous 114,494 52.66%

Holding current value

$7.68 Million

Previous $5.18 Billion 45.0%

% of portfolio

3.43%

Previous 2.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$42.84 - $45.38 $2.58 Million - $2.74 Million	60,289 Added 52.66%	174,783 $7.51 Billion
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

380

Shares Held

94.5M

Call Options Held

8.5K

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