A detailed history of Iams Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, Iams Wealth Management, LLC holds 7,188 shares of FXU stock, worth $275,228. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,188
Previous 10,371 30.69%
Holding current value
$275,228
Previous $399 Million 31.87%
% of portfolio
0.12%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

SELL
$37.15 - $41.12 $118,248 - $130,884
-3,183 Reduced 30.69%
7,188 $272 Million
Q3 2024

Oct 11, 2024

BUY
$32.72 - $38.48 $125,154 - $147,186
3,825 Added 58.43%
10,371 $399 Million
Q2 2024

Aug 05, 2024

BUY
$30.78 - $35.11 $201,485 - $229,830
6,546 New
6,546 $216 Million

Others Institutions Holding FXU

About FIRST TR EXCHANGE TRADED FD UT


  • Ticker FXU
  • Sector ETFs
  • Industry ETFs
More about FXU
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.