Ima Wealth, Inc. Invesco Indx Tr Transaction History
Ima Wealth, Inc.
- $211 Million
- Q1 2024
A detailed history of Ima Wealth, Inc. transactions in Invesco Indx Tr stock. As of the latest transaction made, Ima Wealth, Inc. holds 91,811 shares of BSJR stock, worth $2.04 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
91,811
Previous 68,388
34.25%
Holding current value
$2.04 Million
Previous $1.53 Million
33.55%
% of portfolio
0.97%
Previous 0.77%
Shares
3 transactions
Others Institutions Holding BSJR
# of Institutions
71Shares Held
4.79MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC392KShares$8.69 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA391KShares$8.68 Million0.0% of portfolio
-
Envestnet Asset Management Inc273KShares$6.05 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO258KShares$5.72 Million0.02% of portfolio
-
Morgan Stanley New York, NY256KShares$5.67 Million0.0% of portfolio