Iams Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Iams Wealth Management, LLC

$218 Billion
Q2 2025

A detailed history of Iams Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Iams Wealth Management, LLC holds 60,011 shares of FVD stock, worth $2.78 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

60,011

Previous 77,500 22.57%

Holding current value

$2.78 Million

Previous $3.46 Billion 22.37%

% of portfolio

1.23%

Previous 1.58%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$40.62 - $45.12 $710,403 - $789,103	-17,489 Reduced 22.57%	60,011 $2.68 Billion
Q1 2025 Apr 10, 2025	SELL	$42.61 - $45.51 $1.1 Million - $1.18 Million	-25,860 Reduced 25.02%	77,500 $3.46 Billion
Q4 2024 Jan 23, 2025	BUY	$43.4 - $46.7 $83,414 - $89,757	1,922 Added 1.89%	103,360 $4.51 Billion
Q3 2024 Oct 11, 2024	BUY	$40.45 - $45.49 $1.24 Million - $1.39 Million	30,574 Added 43.14%	101,438 $4.61 Billion
Q2 2024 Aug 05, 2024	SELL	$39.94 - $42.43 $652,499 - $693,178	-16,337 Reduced 18.73%	70,864 $2.89 Billion
Q1 2024 Apr 18, 2024	SELL	$39.94 - $42.23 $32,870 - $34,755	-823 Reduced 0.93%	87,201 $3.57 Billion
Q4 2023 Feb 07, 2024	BUY	$36.09 - $40.63 $110,146 - $124,002	3,052 Added 3.59%	88,024 $3.57 Billion
Q3 2023 Nov 14, 2023	BUY	$37.39 - $41.11 $3.18 Million - $3.49 Million	84,972 New	84,972 $3.18 Billion
Q1 2023 Oct 30, 2023	BUY	$38.43 - $41.37 $329,729 - $354,954	8,580 Added 14.85%	66,356 $2.64 Billion
Q4 2022 Oct 27, 2023	BUY	$35.61 - $41.46 $2.06 Million - $2.4 Million	57,776 New	57,776 $2.31 Billion

Others Institutions Holding FVD

# of Institutions

630

Shares Held

140M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

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.

Account

Iams Wealth Management, LLC First Tr Value Line Divid Inde Transaction History