Ima Wealth, Inc. Spdr Portfolio S&P 500 High Di Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 29, 2019	SELL	$37.62 - $38.84 $3,761 - $3,884	-100 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	N/A	100 New	100 $4,000
Q3 2018 Oct 18, 2018	SELL	N/A	-1,257 Closed	0 $0
Q2 2018 Aug 01, 2018	BUY	N/A	1,257 New	1,257 $47,000

Others Institutions Holding SPYD

# of Institutions

474

Shares Held

47.4M

Call Options Held

68.6K

Put Options Held

13K

Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$459 Million
8.97% of portfolio
Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$158 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

3.05M
Shares

$132 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.8M
Shares

$121 Million
0.03% of portfolio
Auto Owners Insurance CO Lansing, MI

2.05M
Shares

$88.7 Million
2.32% of portfolio

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
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