Ima Wealth, Inc. Invesco Exchange Traded Fd Tr Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 13, 2020	SELL	$88.04 - $119.61 $43,139 - $58,608	-490 Closed	0 $0
Q1 2020 Apr 14, 2020	SELL	$79.39 - $129.53 $9,923 - $16,191	-125 Reduced 20.33%	490 $45,000
Q4 2019 Feb 24, 2020	BUY	$113.69 - $127.09 $69,919 - $78,160	615 New	615 $78,000

Others Institutions Holding PRF

# of Institutions

529

Shares Held

131M

Call Options Held

1K

Put Options Held

200

Charles Schwab Investment Management Inc San Francisco, CA

23.6M
Shares

$983 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$447 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.29M
Shares

$261 Million
0.07% of portfolio
Rfg Advisory, LLC Birmingham, AL

5.98M
Shares

$249 Million
7.64% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.28M
Shares

$219 Million
0.14% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PRF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.