Iams Wealth Management, LLC First Trust Nasdaq 100 Technol Transaction History

Iams Wealth Management, LLC

$218 Billion
Q1 2025

A detailed history of Iams Wealth Management, LLC transactions in First Trust Nasdaq 100 Technol stock. As of the latest transaction made, Iams Wealth Management, LLC holds 12,151 shares of QTEC stock, worth $2.35 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

12,151

Previous 6,091 99.49%

Holding current value

$2.35 Million

Previous $1.15 Billion 83.89%

% of portfolio

0.97%

Previous 0.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$173.56 - $210.67 $1.05 Million - $1.28 Million	6,060 Added 99.49%	12,151 $2.11 Billion
Q4 2024 Jan 23, 2025	BUY	$185.87 - $204.12 $79,552 - $87,363	428 Added 7.56%	6,091 $1.15 Billion
Q3 2024 Oct 11, 2024	BUY	$169.92 - $205.38 $393,874 - $476,070	2,318 Added 69.3%	5,663 $1.08 Billion
Q2 2024 Aug 05, 2024	SELL	$173.94 - $199.42 $97,928 - $112,273	-563 Reduced 14.41%	3,345 $661 Million
Q1 2024 Apr 18, 2024	SELL	$166.5 - $195.66 $187,146 - $219,921	-1,124 Reduced 22.34%	3,908 $734 Million
Q4 2023 Feb 07, 2024	BUY	$137.75 - $176.94 $693,158 - $890,362	5,032 New	5,032 $883 Million

Others Institutions Holding QTEC

# of Institutions

374

Shares Held

15.4M

Call Options Held

3.8K

Put Options Held

4.5K

View Full List

About FIRST TRUST NASDAQ 100 TECHNOL

Ticker QTEC
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Iams Wealth Management, LLC First Trust Nasdaq 100 Technol Transaction History