A detailed history of Secure Asset Management, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Secure Asset Management, LLC holds 1,862 shares of IAI stock, worth $268,537. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,862
Previous 2,574 27.66%
Holding current value
$268,537
Previous $300,000 20.33%
% of portfolio
0.04%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$115.73 - $128.74 $82,399 - $91,662
-712 Reduced 27.66%
1,862 $239,000
Q2 2024

Jul 24, 2024

SELL
$109.7 - $120.13 $22,049 - $24,146
-201 Reduced 7.24%
2,574 $300,000
Q1 2024

Apr 30, 2024

BUY
$103.68 - $116.01 $287,712 - $321,927
2,775 New
2,775 $321,000

Others Institutions Holding IAI

About ISHARES TR US BROKER-DEALERS &


  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
Track This Portfolio

Track Secure Asset Management, LLC Portfolio

Follow Secure Asset 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 Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.