Ima Wealth, Inc. Incresed Positions in Q3 2024

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
32.1K
+ 15.8%
$45.87 - $48.53 $1.47M - $1.56M
235K $11.3M
META
Meta Platforms, Inc.

Communication Services
329
+ 2.7%
$453.41 - $572.44 $149K - $188K
12.5K $7.18M
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.3K
+ 3.88%
$46.14 - $48.06 $474K - $494K
275K $13.2M
AMZN
Amazon Com Inc

Consumer Cyclical
4.78K
+ 15.27%
$161.02 - $200.0 $769K - $955K
36.1K $6.72M
MELI
Mercadolibre Inc

Consumer Cyclical
80
+ 6.4%
$1591.44 - $2140.1 $127K - $171K
1.33K $2.73M
AVUV
American Centy ETF Tr Avantis

ETFs
3.94K
+ 12.54%
$88.24 - $99.7 $347K - $393K
35.3K $3.39M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.8K
+ 5.18%
$19.2 - $19.63 $379K - $388K
402K $7.85M
CARR
Carrier Global Corp

Industrials
675
+ 2.63%
$61.9 - $80.88 $41.8K - $54.6K
26.3K $2.12M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.51K
+ 1.39%
$19.2 - $19.82 $163K - $169K
619K $12.2M
AVEM
American Centy ETF Tr Avantis

ETFs
5.46K
+ 20.31%
$57.2 - $65.59 $312K - $358K
32.3K $2.09M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
473
+ 0.09%
$19.92 - $20.67 $9.42K - $9.78K
547K $11.3M
ABBV
Abb Vie Inc.

Healthcare
89
+ 0.85%
$163.84 - $199.33 $14.6K - $17.7K
10.6K $2.09M
AMD
Advanced Micro Devices Inc

Technology
1.6K
+ 13.27%
$128.67 - $183.96 $206K - $295K
13.7K $2.24M
ZTS
Zoetis Inc.

Healthcare
8
+ 0.07%
$172.58 - $196.48 $1.38K - $1.57K
12.2K $2.39M
V
Visa Inc.

Financial Services
26
+ 0.22%
$253.74 - $291.56 $6.6K - $7.58K
12K $3.29M
TGT
Target Corp

Consumer Defensive
176
+ 1.21%
$133.47 - $159.25 $23.5K - $28K
14.8K $2.3M
DXC
Dxc Technology CO

Technology
576
+ 0.75%
$17.93 - $21.46 $10.3K - $12.4K
77.1K $1.6M
BSJR
Invesco Indx Tr

ETFs
317
+ 0.17%
$22.08 - $22.75 $7K - $7.21K
187K $4.23M
OTIS
Otis Worldwide Corp

Industrials
164
+ 1.74%
$91.43 - $104.43 $15K - $17.1K
9.57K $994K
FDX
Fedex Corp

Industrials
291
+ 16.39%
$254.64 - $313.52 $74.1K - $91.2K
2.07K $565K
QQQ
Invesco Qqq Trust, Series 1

ETFs
26
+ 1.32%
$434.77 - $502.96 $11.3K - $13.1K
2K $976K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
530
+ 4.47%
$25.38 - $26.27 $13.5K - $13.9K
12.4K $325K
BAC
Bank Of America Corp

Financial Services
95
+ 0.25%
$36.65 - $44.13 $3.48K - $4.19K
38.4K $1.52M
ADBE
Adobe Inc.

Technology
258
+ 5.7%
$508.13 - $586.55 $131K - $151K
4.78K $2.48M
GH
Guardant Health, Inc.

Healthcare
370
+ 2.35%
$22.3 - $36.29 $8.25K - $13.4K
16.1K $369K
OGN
Organon & Co.

Healthcare
711
+ 0.8%
$18.65 - $23.03 $13.3K - $16.4K
90K $1.72M
MRK
Merck & Co., Inc.

Healthcare
25
+ 0.12%
$111.15 - $128.97 $2.78K - $3.22K
20.9K $2.37M
DDOG
Datadog, Inc.

Technology
141
+ 0.41%
$104.97 - $134.56 $14.8K - $19K
34.8K $4.01M
VLO
Valero Energy Corp

Energy
501
+ 1.88%
$132.81 - $163.48 $66.5K - $81.9K
27.1K $3.67M
CRWD
Crowd Strike Holdings, Inc.

Technology
904
+ 6.12%
$217.89 - $392.15 $197K - $355K
15.7K $4.4M
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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