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

Iams Wealth Management, LLC

  • $218 Billion
  • Q1 2025
Number of Shares
27,847
Previous 23,257 19.74%
Holding current value
$564 Million
Previous $461 Million 22.28%
% of portfolio
0.26%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
N/A
4,590 Added 19.74%
27,847 $564 Million
Q4 2024

Jan 23, 2025
BUY
N/A
23,257 New
23,257 $461 Million
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.

Choose your preferred platform and Sign Up 👇 Telegram Email