Avantax Advisory Services, Inc. Ishares Morningstar Mid Cap Va Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 58,898 shares of IMCV stock, worth $4.37 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
58,898
Previous 58,784
0.19%
Holding current value
$4.37 Million
Previous $4.13 Million
9.33%
% of portfolio
0.03%
Previous 0.03%
Shares
24 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