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

Iams Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$16.44 - $19.4 $949,360 - $1.12 Million	57,747 New	57,747 $987 Million

133

25M

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