Iams Wealth Management, LLC LISTED FDS TR Transaction History

Iams Wealth Management, LLC

  • $218 Billion
  • Q2 2025
Number of Shares
7,335
Previous 5,799 26.49%
Holding current value
$407 Million
Previous $266 Million 52.99%
% of portfolio
0.19%
Previous 0.12%

Shares

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