Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: IAMS WEALTH MANAGEMENT LLC
  City: OMAHA
  State: NE
  Zip: 68154
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $163,598,000
  Total Value Change : $8,956,000
  Securities Held Change : 6
   
All Securities Held : 114
  New Positions : 17
  Closed Positions : 16
  Increased Positions : 62
  Unchanged Positions : 3
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BUFG)1 Year Chart         BUFG Ft Cboe Vest Buffered Alloc... 78 - $0.00 $568,000 25,776 0.35% 19,000 0 0.065    N/A
   (HES)1 Year Chart         HES Hess Corporation 98 - $156.31 $305,000 2,099 0.19% 2,000 0 0.001    Oil & Gas Refining, P...
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 100 - $32.00 $295,000 9,646 0.18% 13,000 0 0.001    N/A

      3 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results