IAMS WEALTH MANAGEMENT, LLC TDIV Holdings History
IAMS WEALTH MANAGEMENT, LLC's First Trust NASDAQ Technology Dividend Index Fund Holding Summary
As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 40,324.00 shares of First Trust NASDAQ Technology Dividend Index Fund(TDIV), totaling $3.64 Mil. This investment constitutes 1.67% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0.11% of the outstanding First Trust NASDAQ Technology Dividend Index Fund(TDIV) stock.
The initial trade took place in 2022Q4. And since then IAMS WEALTH MANAGEMENT, LLC has made 6 purchases of TDIV, at an average price of $57.98, for a total of 90,194.00 shares. In addition, there have been 4 sales at an average price of $61.48 for 49,870.00 shares. Based on historical transaction data and TDIV's current price of $91.74, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his TDIV holdings is $1.54 Mil, reflecting a 29.38% gain to date.
IAMS WEALTH MANAGEMENT, LLC TDIV ($91.74) Holding Chart
IAMS WEALTH MANAGEMENT, LLC TDIV ($91.74) 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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