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

Iams Wealth Management, LLC

  • $164 Billion
  • Q1 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Iams Wealth Management, LLC holds 3,464 shares of FYX stock, worth $309,577. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,464
Holding current value
$309,577
% of portfolio
0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$76.9 - $84.67 $333,592 - $367,298
4,338 New
4,338 $340 Million

Others Institutions Holding FYX

# of Institutions
149
Shares Held
6.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
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