A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Iii Horizon Manag stock. As of the latest transaction made, Iams Wealth Management, LLC holds 7,299 shares of HUSV stock, worth $0. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,299
Previous 8,031 9.11%
Holding current value
$0
Previous $269 Million 5.13%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Apr 18, 2024

SELL
N/A
-732 Reduced 9.11%
7,299 $256 Million
Q4 2023

Feb 07, 2024

BUY
N/A
8,031 New
8,031 $269 Million
Q1 2023

Oct 30, 2023

BUY
N/A
6,868 New
6,868 $220 Million

Others Institutions Holding HUSV

About FIRST TR ETF III HORIZON MANAG


  • Ticker HUSV
More about HUSV
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.