Ima Wealth, Inc. Spdr Portfolio S&P 500 High Di Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 29, 2019	SELL	$37.62 - $38.84 $3,761 - $3,884	-100 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	N/A	100 New	100 $4,000
Q3 2018 Oct 18, 2018	SELL	N/A	-1,257 Closed	0 $0
Q2 2018 Aug 01, 2018	BUY	N/A	1,257 New	1,257 $47,000

Others Institutions Holding SPYD

# of Institutions

474

Shares Held

47.4M

Call Options Held

68.6K

Put Options Held

13K

Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$473 Million
8.97% of portfolio
Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$163 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

3.05M
Shares

$136 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.8M
Shares

$125 Million
0.03% of portfolio
Auto Owners Insurance CO Lansing, MI

2.05M
Shares

$91.6 Million
2.32% of portfolio

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
Sector ETFs
Industry ETFs

More about SPYD

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.