Altfest L J & CO Inc Ishares Morningstar Mid Cap Va Transaction History
Altfest L J & CO Inc
- $751 Million
- Q3 2024
A detailed history of Altfest L J & CO Inc transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Altfest L J & CO Inc holds 7,330 shares of IMCV stock, worth $544,105. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,330
Previous 7,330
-0.0%
Holding current value
$544,105
Previous $515,000
9.13%
% of portfolio
0.07%
Previous 0.07%
Shares
2 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