Iams Wealth Management, LLC First Trust Managed Futures St Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in First Trust Managed Futures St stock. As of the latest transaction made, Iams Wealth Management, LLC holds 22,906 shares of FMF stock, worth $1.08 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

22,906

Previous 21,819 4.98%

Holding current value

$1.08 Million

Previous $1.04 Billion 5.16%

% of portfolio

0.5%

Previous 0.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$46.63 - $49.57 $50,686 - $53,882	1,087 Added 4.98%	22,906 $1.09 Billion
Q3 2024 Oct 11, 2024	BUY	$47.09 - $49.74 $273,169 - $288,541	5,801 Added 36.22%	21,819 $1.04 Billion
Q2 2024 Aug 05, 2024	SELL	$48.15 - $50.46 $377,496 - $395,606	-7,840 Reduced 32.86%	16,018 $780 Million
Q1 2024 Apr 18, 2024	BUY	$46.29 - $50.57 $101,051 - $110,394	2,183 Added 10.07%	23,858 $1.18 Billion
Q4 2023 Feb 07, 2024	SELL	$46.11 - $48.78 $244,659 - $258,826	-5,306 Reduced 19.67%	21,675 $999 Million
Q3 2023 Nov 14, 2023	BUY	$47.87 - $50.02 $1.29 Million - $1.35 Million	26,981 New	26,981 $1.32 Billion
Q1 2023 Oct 30, 2023	BUY	$45.87 - $48.04 $98,712 - $103,382	2,152 Added 8.16%	28,528 $1.34 Billion
Q4 2022 Oct 27, 2023	BUY	$46.74 - $52.55 $1.23 Million - $1.39 Million	26,376 New	26,376 $1.26 Billion

Others Institutions Holding FMF

# of Institutions

Shares Held

2.62M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST MANAGED FUTURES ST

Ticker FMF
Sector ETFs
Industry ETFs

More about FMF

Track This Portfolio

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.

Account

Iams Wealth Management, LLC First Trust Managed Futures St Transaction History