Iams Wealth Management, LLC LISTED FDS TR Transaction History

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025
Number of Shares
7,735
Previous 7,335 5.45%
Holding current value
$502 Million
Previous $407 Million 23.3%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Oct 15, 2025
BUY
N/A
400 Added 5.45%
7,735 $502 Million
Q2 2025

Jul 14, 2025
BUY
N/A
1,536 Added 26.49%
7,335 $407 Million
Q1 2025

Apr 10, 2025
BUY
N/A
1,126 Added 24.1%
5,799 $266 Million
Q4 2024

Jan 23, 2025
BUY
N/A
4,673 New
4,673 $254 Million
Q2 2024

Aug 05, 2024
BUY
N/A
328 Added 2.9%
11,645 $525 Million
Q1 2024

Apr 18, 2024
BUY
N/A
11,317 New
11,317 $427 Million
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