IAMS WEALTH MANAGEMENT, LLC FSIG Holdings History
IAMS WEALTH MANAGEMENT, LLC's First Trust Limited Duration Investment Grade Corporate ETF Holding Summary
As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 76,126.00 shares of First Trust Limited Duration Investment Grade Corporate ETF(FSIG), totaling $1.46 Mil. This investment constitutes 0.67% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0.11% of the outstanding First Trust Limited Duration Investment Grade Corporate ETF(FSIG) stock.
The initial trade took place in 2025Q2. And since then IAMS WEALTH MANAGEMENT, LLC has made 1 purchases of FSIG, at an average price of $18.98, for a total of 76,126.00 shares. Based on historical transaction data and FSIG's current price of $19.08, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his FSIG holdings is $7,231.97, reflecting a 0.50% gain to date.
IAMS WEALTH MANAGEMENT, LLC FSIG ($19.08) Holding Chart
IAMS WEALTH MANAGEMENT, LLC FSIG ($19.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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