Ima Wealth, Inc. Impact Shs Fds I Tr Naacp Mino Transaction History

Ima Wealth, Inc.

$829 Million
Q4 2024

A detailed history of Ima Wealth, Inc. transactions in Impact Shs Fds I Tr Naacp Mino stock. As of the latest transaction made, Ima Wealth, Inc. holds 4,952 shares of NACP stock, worth $211,648. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,952

Holding current value

$211,648

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$40.95 - $43.46 $202,784 - $215,213	4,952 New	4,952 $203,000

Others Institutions Holding NACP

# of Institutions

Shares Held

552K

Call Options Held

Put Options Held

Clearstead Advisors, LLC Cleveland, OH

134K
Shares

$5.74 Million
0.09% of portfolio
Betterment LLC New York, NY

101K
Shares

$4.32 Million
0.01% of portfolio
Momentum Advisors, LLC

73.4K
Shares

$3.14 Million
2.02% of portfolio
Greenleaf Trust Kalamazoo, MI

36.3K
Shares

$1.55 Million
0.01% of portfolio
Rossby Financial, Lcc Melbourne, FL

35.7K
Shares

$1.53 Million
0.9% of portfolio

View Full List

About IMPACT SHS FDS I TR NAACP MINO

Ticker NACP
Sector ETFs
Industry ETFs

More about NACP

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.

Account