Ima Wealth, Inc. Purchases in Q3 2024

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GPN
Global Payments Inc

Industrials
1K
New
$92.66 - $112.97 $92.7K - $113K
1K $102K
OTIS
Otis Worldwide Corp

Industrials
164
+ 1.74%
$91.43 - $104.43 $15K - $17.1K
9.57K $994K
TRV
Travelers Companies, Inc.

Financial Services
379
New
$201.87 - $242.35 $76.5K - $91.9K
379 $88K
VTRS
Viatris Inc

Healthcare
7.57K
New
$10.32 - $12.13 $78.1K - $91.8K
7.57K $87K
BX
Blackstone Inc.

Financial Services
560
New
$120.77 - $159.66 $67.6K - $89.4K
560 $85K
TFC
Truist Financial Corp

Financial Services
1.96K
New
$38.22 - $44.94 $74.9K - $88.1K
1.96K $83K
SCHW
Schwab Charles Corp

Financial Services
1.28K
New
$61.74 - $76.08 $78.8K - $97.1K
1.28K $82K
MUB
Ishares National Muni Bond ETF

ETFs
705
New
$106.13 - $108.7 $74.8K - $76.6K
705 $76K
AON
Aon PLC

Financial Services
222
New
$293.16 - $351.06 $65.1K - $77.9K
222 $76K
CPRT
Copart Inc

Consumer Cyclical
1.43K
New
$49.19 - $55.54 $70.3K - $79.4K
1.43K $74K
NVS
Novartis Ag

Healthcare
640
New
$106.13 - $120.89 $67.9K - $77.4K
640 $73K
AZN
Astrazeneca PLC

Healthcare
912
New
$76.67 - $87.62 $69.9K - $79.9K
912 $71K
UPS
United Parcel Service Inc

Industrials
497
New
$123.32 - $147.38 $61.3K - $73.2K
497 $67K
DAL
Delta Air Lines, Inc.

Industrials
1.32K
New
$37.32 - $51.8 $49.2K - $68.3K
1.32K $66K
PSA
Public Storage

Real Estate
178
New
$283.13 - $365.01 $50.4K - $65K
178 $64K
EVRG
Evergy, Inc.

Utilities
1K
New
$52.46 - $62.01 $52.5K - $62K
1K $62K
TXN
Texas Instruments Inc

Technology
314
New
$194.6 - $194.6 $61.1K - $61.1K
314 $61K
MPC
Marathon Petroleum Corp

Energy
362
New
$158.61 - $180.75 $57.4K - $65.4K
362 $58K
ECL
Ecolab Inc.

Basic Materials
224
New
$228.86 - $255.76 $51.3K - $57.3K
224 $57K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
6.25K
New
$8.25 - $9.76 $51.6K - $61K
6.25K $57K
CAT
Caterpillar Inc

Industrials
145
New
$316.8 - $391.12 $45.9K - $56.7K
145 $56K
BMY
Bristol Myers Squibb CO

Healthcare
1.09K
New
$39.66 - $51.75 $43.3K - $56.5K
1.09K $56K
AMT
American Tower Corp

Real Estate
238
New
$192.27 - $242.73 $45.8K - $57.8K
238 $55K
SHW
Sherwin Williams CO

Basic Materials
145
New
$294.65 - $384.0 $42.7K - $55.7K
145 $55K
MCD
Mcdonalds Corp

Consumer Cyclical
179
New
$245.82 - $304.51 $44K - $54.5K
179 $54K
CROX
Crocs, Inc.

Consumer Cyclical
374
New
$121.05 - $147.9 $45.3K - $55.3K
374 $54K
OKE
Oneok Inc

Energy
579
New
$78.62 - $95.27 $45.5K - $55.2K
579 $52K
CHKP
Check Point Software Technologies LTD

Technology
274
New
$165.0 - $195.47 $45.2K - $53.6K
274 $52K
PEP
Pepsico Inc

Consumer Defensive
305
New
$161.9 - $179.3 $49.4K - $54.7K
305 $51K
OGE
Oge Energy Corp.

Utilities
1.2K
New
$35.12 - $41.18 $42.1K - $49.4K
1.2K $49K
WDAY
Workday, Inc.

Technology
200
New
$207.75 - $264.68 $41.6K - $52.9K
200 $48K
MS
Morgan Stanley

Financial Services
458
New
$92.07 - $106.96 $42.2K - $49K
458 $47K
IVV
Ishares Core S&P 500 ETF

ETFs
83
New
$520.18 - $576.82 $43.2K - $47.9K
83 $47K
MLM
Martin Marietta Materials Inc

Basic Materials
84
New
$502.48 - $593.35 $42.2K - $49.8K
84 $45K
UNP
Union Pacific Corp

Industrials
180
New
$221.78 - $256.09 $39.9K - $46.1K
180 $44K
SYK
Stryker Corp

Healthcare
124
New
$315.94 - $371.96 $39.2K - $46.1K
124 $44K
NEE
Nextera Energy Inc

Utilities
500
New
$69.9 - $84.97 $35K - $42.5K
500 $42K
ICE
Intercontinental Exchange, Inc.

Financial Services
250
New
$136.93 - $162.81 $34.2K - $40.7K
250 $40K
ORCL
Oracle Corp

Technology
228
New
$125.9 - $170.35 $28.7K - $38.8K
228 $38K
DIS
Walt Disney CO

Communication Services
376
New
$85.6 - $98.61 $32.2K - $37.1K
376 $36K
COP
Conocophillips

Energy
351
New
$102.3 - $116.61 $35.9K - $40.9K
351 $36K
LLY
Eli Lilly & CO

Healthcare
39
New
$772.14 - $960.02 $30.1K - $37.4K
39 $34K
ROK
Rockwell Automation, Inc

Industrials
124
New
$248.27 - $294.37 $30.8K - $36.5K
124 $33K
FDX
Fedex Corp

Industrials
291
+ 16.39%
$254.64 - $313.52 $74.1K - $91.2K
2.07K $565K
AEP
American Electric Power CO Inc

Utilities
318
New
$87.11 - $104.95 $27.7K - $33.4K
318 $32K
CRS
Carpenter Technology Corp

Industrials
196
New
$104.79 - $161.78 $20.5K - $31.7K
196 $31K
GOOGL
Alphabet Inc.

Communication Services
184
New
$148.65 - $191.18 $27.4K - $35.2K
184 $30K
QQQ
Invesco Qqq Trust, Series 1

ETFs
26
+ 1.32%
$434.77 - $502.96 $11.3K - $13.1K
2K $976K
HOLX
Hologic Inc

Healthcare
374
New
$73.48 - $83.64 $27.5K - $31.3K
374 $30K
Activity Summary
Buys All Purchases 221 New Holdings 190 Increased Positions 31 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 2 Puts 0
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