Ima Wealth, Inc. First Tr Pfd Secs & Income ETF Transaction History
Ima Wealth, Inc.
- $829 Million
- Q4 2024
A detailed history of Ima Wealth, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Ima Wealth, Inc. holds 200,129 shares of FPE stock, worth $3.56 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
200,129
Previous 199,641
0.24%
Holding current value
$3.56 Million
Previous $3.61 Million
1.97%
% of portfolio
0.43%
Previous 0.79%
Shares
17 transactions
Others Institutions Holding FPE
# of Institutions
483Shares Held
221MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY50.6MShares$900 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.8MShares$299 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA13.7MShares$244 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$232 Million0.1% of portfolio
-
Ubs Group Ag9.53MShares$169 Million0.03% of portfolio