Iams Wealth Management, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025
Number of Shares
146,928
Previous 149,236 1.55%
Holding current value
$3.13 Billion
Previous $3.14 Billion 0.38%
% of portfolio
1.26%
Previous 1.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
N/A
-2,308 Reduced 1.55%
146,928 $3.13 Billion
Q2 2025

Jul 14, 2025
BUY
N/A
19,799 Added 15.3%
149,236 $3.14 Billion
Q1 2025

Apr 10, 2025
BUY
N/A
129,437 New
129,437 $2.72 Billion
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