Ima Wealth, Inc. First Tr Pfd Secs & Income ETF Transaction History
Ima Wealth, Inc.
- $211 Million
- Q1 2024
A detailed history of Ima Wealth, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Ima Wealth, Inc. holds 202,563 shares of FPE stock, worth $3.56 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
202,563
Previous 207,781
2.51%
Holding current value
$3.56 Million
Previous $3.5 Million
0.14%
% of portfolio
1.67%
Previous 1.76%
Shares
14 transactions
Others Institutions Holding FPE
# of Institutions
430Shares Held
187MCall Options Held
2KPut Options Held
20.1K-
Morgan Stanley New York, NY47.5MShares$833 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A617.4MShares$306 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.3MShares$198 Million0.05% of portfolio
-
Ubs Group Ag10.6MShares$187 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$184 Million0.1% of portfolio