Aptus Capital Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History
Aptus Capital Advisors, LLC
- $6.27 Billion
- Q3 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 2,010 shares of IMCV stock, worth $149,202. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,010
Previous 2,059
2.38%
Holding current value
$149,202
Previous $144,000
6.94%
% of portfolio
0.0%
Previous 0.0%
Shares
8 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
-
Matrix Trust CO198KShares$14.7 Million2.83% of portfolio