Iams Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Iams Wealth Management, LLC

  • $164 Billion
  • Q1 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Iams Wealth Management, LLC holds 74,981 shares of LMBS stock, worth $3.6 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
74,981
Previous 69,728 7.53%
Holding current value
$3.6 Million
Previous $3.37 Billion 6.91%
% of portfolio
2.2%
Previous 2.18%

Shares

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

Apr 18, 2024
BUY
$47.95 - $48.49 $251,881 - $254,717
5,253 Added 7.53%
74,981 $3.6 Billion
Q4 2023

Feb 07, 2024
SELL
$46.58 - $48.36 $287,957 - $298,961
-6,182 Reduced 8.14%
69,728 $3.37 Billion
Q3 2023

Nov 14, 2023
BUY
$47.15 - $47.94 $3.58 Million - $3.64 Million
75,910 New
75,910 $3.59 Billion
Q1 2023

Oct 30, 2023
SELL
$47.34 - $48.21 $248,961 - $253,536
-5,259 Reduced 11.17%
41,832 $2 Billion
Q4 2022

Oct 27, 2023
BUY
$46.77 - $47.85 $2.2 Million - $2.25 Million
47,091 New
47,091 $2.23 Billion

Others Institutions Holding LMBS

# of Institutions
395
Shares Held
65.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF FD IV FIRST TR LO

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