Number of Shares
115,100.00
Current Holdings Value*
$3.94 Mil
% of Portfolio
1.81%
Total Estimate Gain
$488,243.98
% of Total Estimate Gain
13.93%

IAMS WEALTH MANAGEMENT, LLC's First Trust Growth Strength ETF Holding Summary

As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 115,100.00 shares of First Trust Growth Strength ETF(FTGS), totaling $3.94 Mil. This investment constitutes 1.81% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0.34% of the outstanding First Trust Growth Strength ETF(FTGS) stock.

The initial trade took place in 2024Q2. And since then IAMS WEALTH MANAGEMENT, LLC has made 5 purchases of FTGS, at an average price of $30.45, for a total of 115,100.00 shares. Based on historical transaction data and FTGS's current price of $34.69, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his FTGS holdings is $488,243.98, reflecting a 13.93% gain to date.

IAMS WEALTH MANAGEMENT, LLC FTGS ($34.69) Holding Chart

IAMS WEALTH MANAGEMENT, LLC FTGS ($34.69) 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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