Iams Wealth Management, LLC First Trust Capital Strength E Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Iams Wealth Management, LLC holds 38,510 shares of FTCS stock, worth $3.47 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

38,510

Previous 36,874 4.44%

Holding current value

$3.47 Million

Previous $3.35 Billion 1.01%

% of portfolio

1.55%

Previous 1.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$87.62 - $94.03 $143,346 - $153,833	1,636 Added 4.44%	38,510 $3.38 Billion
Q3 2024 Oct 11, 2024	BUY	$83.58 - $90.94 $263,444 - $286,642	3,152 Added 9.35%	36,874 $3.35 Billion
Q2 2024 Aug 05, 2024	SELL	$81.48 - $85.58 $562,945 - $591,272	-6,909 Reduced 17.0%	33,722 $2.83 Billion
Q1 2024 Apr 18, 2024	BUY	$79.51 - $85.66 $36,097 - $38,889	454 Added 1.13%	40,631 $3.41 Billion
Q4 2023 Feb 07, 2024	SELL	$71.38 - $80.32 $152,324 - $171,402	-2,134 Reduced 5.04%	40,177 $3.22 Billion
Q3 2023 Nov 14, 2023	BUY	$73.63 - $77.19 $3.12 Million - $3.27 Million	42,311 New	42,311 $3.12 Billion
Q1 2023 Oct 30, 2023	BUY	$70.47 - $76.69 $288,856 - $314,352	4,099 Added 14.73%	31,923 $2.31 Billion
Q4 2022 Oct 27, 2023	BUY	$67.28 - $78.75 $1.87 Million - $2.19 Million	27,824 New	27,824 $2.09 Billion

Others Institutions Holding FTCS

# of Institutions

558

Shares Held

66.8M

Call Options Held

Put Options Held

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About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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Iams Wealth Management, LLC First Trust Capital Strength E Transaction History