Ima Wealth, Inc. Vanguard Ftse Developed Market Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 08, 2021	SELL	$39.45 - $47.53 $88,368 - $106,467	-2,240 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$38.92 - $42.44 $87,180 - $95,065	2,240 New	2,240 $92,000

Others Institutions Holding VEA

# of Institutions

2,452

Shares Held

2.16B

Call Options Held

217K

Put Options Held

689K

Bank Of America Corp Charlotte, NC

165M
Shares

$8.33 Billion
0.73% of portfolio
Creative Planning Overland Park, KS

145M
Shares

$7.34 Billion
7.61% of portfolio
Betterment LLC New York, NY

127M
Shares

$6.45 Billion
16.17% of portfolio
Envestnet Asset Management Inc

96.5M
Shares

$4.88 Billion
1.69% of portfolio
Wells Fargo & Company San Francisco, CA

62.8M
Shares

$3.18 Billion
0.76% of portfolio

About VANGUARD FTSE DEVELOPED MARKET

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