Iams Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History

Iams Wealth Management, LLC

  • $164 Billion
  • Q1 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Iams Wealth Management, LLC holds 18,585 shares of FXN stock, worth $333,043. This represents 0.19% of its overall portfolio holdings.

Number of Shares
18,585
Previous 17,177 8.2%
Holding current value
$333,043
Previous $287 Million 9.56%
% of portfolio
0.19%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$15.73 - $18.73 $22,147 - $26,371
1,408 Added 8.2%
18,585 $314 Million
Q4 2023

Feb 07, 2024
SELL
$15.91 - $18.25 $66,360 - $76,120
-4,171 Reduced 19.54%
17,177 $287 Million
Q3 2023

Nov 14, 2023
BUY
$15.29 - $18.06 $326,410 - $385,544
21,348 New
21,348 $372 Million
Q1 2023

Oct 30, 2023
SELL
$14.58 - $17.78 $522,882 - $637,644
-35,863 Reduced 62.1%
21,884 $335 Million
Q4 2022

Oct 27, 2023
BUY
$16.77 - $19.4 $968,417 - $1.12 Million
57,747 New
57,747 $987 Million

Others Institutions Holding FXN

# of Institutions
145
Shares Held
21.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXN Quotes by TradingView
  • Ticker FXN
  • Sector ETFs
  • Industry ETFs
More about FXN
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email