New Insight Wealth Advisors Ishares Morningstar Mid Cap Va Call Options Transaction History
New Insight Wealth Advisors
- $190 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IMCV
# of Institutions
148Shares Held
5.22MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$62.9 Million0.0% of portfolio
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Equitable Holdings, Inc. New York, NY404KShares$31 Million0.31% of portfolio
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Orgel Wealth Management, LLC343KShares$26.3 Million0.69% of portfolio
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Raymond James Financial Inc St. Petersburg, FL299KShares$22.9 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.6 Million0.03% of portfolio