First Tr Exchng Traded Fd Vi shares owned by Iams Wealth Management
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in First Tr Exchng Traded Fd Vi
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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 140k | 29.89 |
| 2024-06-30 | $2.6M | 89k | 28.92 |
| 2024-03-31 | $1.6M | 59k | 27.52 |
| 2023-12-31 | $3.0M | 113k | 26.57 |
| 2023-09-30 | $3.4M | 140k | 24.49 |
| 2023-06-30 | $3.6M | 143k | 24.80 |
| 2023-03-31 | $1.0M | 45k | 23.25 |
| 2022-12-31 | $850k | 38k | 22.21 |