Iams Wealth Management, LLC LISTED FDS TR Transaction History

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025
Number of Shares
14,016
Previous 49,391 71.62%
Holding current value
$373 Million
Previous $1.22 Billion 69.48%
% of portfolio
0.15%
Previous 0.56%

Shares

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

Oct 15, 2025
SELL
N/A
-35,375 Reduced 71.62%
14,016 $373 Million
Q2 2025

Jul 14, 2025
BUY
N/A
49,391 New
49,391 $1.22 Billion
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