Iams Wealth Management, LLC First Tr Enhanced Traded Fd Iv Transaction History

Iams Wealth Management, LLC

$204 Billion
Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Iams Wealth Management, LLC holds 4,439 shares of FTSM stock, worth $265,807. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,439

Previous 7,361 39.7%

Holding current value

$265,807

Previous $439 Million 39.43%

% of portfolio

0.13%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$59.61 - $60.15 $174,180 - $175,758	-2,922 Reduced 39.7%	4,439 $266 Million
Q2 2024 Aug 05, 2024	BUY	$59.55 - $59.81 $116,301 - $116,808	1,953 Added 36.11%	7,361 $439 Million
Q1 2024 Apr 18, 2024	SELL	$59.62 - $59.91 $4.68 Million - $4.71 Million	-78,576 Reduced 93.56%	5,408 $324 Million
Q4 2023 Feb 07, 2024	BUY	$59.43 - $59.85 $2.83 Million - $2.85 Million	47,542 Added 130.46%	83,984 $5.01 Billion
Q3 2023 Nov 14, 2023	BUY	$59.42 - $59.69 $2.17 Million - $2.18 Million	36,442 New	36,442 $2.17 Billion
Q1 2023 Oct 30, 2023	BUY	$59.44 - $59.7 $2.78 Million - $2.8 Million	46,822 Added 67.53%	116,157 $6.93 Billion
Q4 2022 Oct 27, 2023	BUY	$59.27 - $59.6 $4.11 Million - $4.13 Million	69,335 New	69,335 $4.12 Billion

Others Institutions Holding FTSM

# of Institutions

424

Shares Held

82.3M

Call Options Held

Put Options Held

View Full List

About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

More about FTSM

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 Tr Enhanced Traded Fd Iv Transaction History