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 5,663 shares of QTEC stock, worth $1.07 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
5,663
Previous 3,345 69.3%
Holding current value
$1.07 Million
Previous $661 Million 64.02%
% of portfolio
0.53%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TRUST NASDAQ 100 TECHNOL


  • Ticker QTEC
  • Sector ETFs
  • Industry ETFs
More about QTEC
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.