Ae Wealth Management LLC Ishares Morningstar Mid Cap Va Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,234 shares of IMCV stock, worth $252,446. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,234
Previous 3,211
0.72%
Holding current value
$252,446
Previous $225,000
9.78%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$64.1 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$31.6 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$26.9 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$21 Million0.03% of portfolio
-
Matrix Trust CO198KShares$15.4 Million2.83% of portfolio