Iams Wealth Management, LLC SPDR SERIES TRUST Transaction History

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025
Number of Shares
19,347
Previous 10,264 88.49%
Holding current value
$554 Million
Previous $279 Million 98.33%
% of portfolio
0.22%
Previous 0.13%

Shares

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

Oct 15, 2025
BUY
N/A
9,083 Added 88.49%
19,347 $554 Million
Q2 2025

Jul 14, 2025
SELL
N/A
-6,655 Reduced 39.33%
10,264 $279 Million
Q1 2025

Apr 10, 2025
BUY
N/A
6,093 Added 56.28%
16,919 $469 Million
Q4 2024

Jan 23, 2025
BUY
N/A
10,826 New
10,826 $280 Million
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