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Michael G. Hansen

@Iams Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$203.711MTotal holdings145
Assets growth rate11.58%Assets growth rate (2-Q avg)11.59%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Iams Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Iams Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 203.711M in assets, with a quarterly growth rate of 11.58% and a 2-quarter average growth rate of 11.59%. The portfolio is managed by Michael G. Hansen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$333,660
3,815 shares@ $87.47 avg price
XMMOInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$313,359
2,749 shares@ $114.0 avg price
FBCGFidelity Covington Trust
Recent Activity
Exited
0%
$307,393
7,243 shares@ $42.45 avg price
IEIIshares Tr
Recent Activity
Exited
0%
$202,038
1,749 shares@ $115.52 avg price
CSSEQChicken Soup For The Soul En
Recent Activity
Exited
0%
$2,231
11,500 shares@ $0.2 avg price