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Iams Wealth Management »

Visa shares owned by Iams Wealth Management

Quarter-by-quarter ownership of Visa (V) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Iams Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$406k	1.5k	274.95
2024-06-30	$302k	1.1k	262.47
2023-12-31	$262k	1.0k	260.35

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

Spdr Ser Tr Bloomberg 3-12 M (BILS)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

United Parcel Service CL B (UPS)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

First Tr Value Line Divid In SHS (FVD)

Microsoft Corporation (MSFT)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

First Tr Exchange-traded Cap Strength Etf (FTCS)

First Tr Exchange-traded Nasd Tech Div (TDIV)

First Tr Exchange Traded Growth Strength (FTGS)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Iams Wealth Management

Top funds holding Visa

State Street Corporation

T. Rowe Price Associates

Geode Capital Management

Bank of America Corporation

Capital World Investors

Capital Research and Management Company - Division 3

Alliancebernstein

Goldman Sachs Group

Royal Bank of Canada

Massachusetts Financial Services

View all funds holding Visa

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