Diversify Advisory Services, LLC Ishares Morningstar Mid Cap Va Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 17,209 shares of IMCV stock, worth $1.28 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,209
Previous 23,035
25.29%
Holding current value
$1.28 Million
Previous $1.61 Billion
17.68%
% of portfolio
0.07%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$60.9 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$25.6 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20 Million0.03% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA198KShares$14.7 Million0.8% of portfolio