IAMS WEALTH MANAGEMENT, LLC FTCB Holdings History
IAMS WEALTH MANAGEMENT, LLC's First Trust Core Investment Grade ETF Holding Summary
As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 149,236.00 shares of First Trust Core Investment Grade ETF(FTCB), totaling $3.14 Mil. This investment constitutes 1.44% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0.28% of the outstanding First Trust Core Investment Grade ETF(FTCB) stock.
The initial trade took place in 2025Q1. And since then IAMS WEALTH MANAGEMENT, LLC has made 2 purchases of FTCB, at an average price of $20.79, for a total of 149,236.00 shares. Based on historical transaction data and FTCB's current price of $20.86, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his FTCB holdings is $10,050.54, reflecting a 0.32% gain to date.
IAMS WEALTH MANAGEMENT, LLC FTCB ($20.86) Holding Chart
IAMS WEALTH MANAGEMENT, LLC FTCB ($20.86) 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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