Iams Wealth Management, LLC First Tr Small Cap Core Alphad Transaction History

Iams Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$85.84 - $93.24 $297,349 - $322,983	3,464 New	3,464 $312 Million
Q3 2023 Nov 14, 2023	BUY	$79.2 - $88.72 $398,059 - $445,906	5,026 New	5,026 $405 Million
Q1 2023 Oct 30, 2023	BUY	$76.79 - $90.02 $9,752 - $11,432	127 Added 2.93%	4,465 $353 Million
Q4 2022 Oct 27, 2023	BUY	$74.24 - $84.67 $322,053 - $367,298	4,338 New	4,338 $340 Million

160

6.15M

2.3K

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