Beacon Financial Group Ishares Morningstar Mid Cap Va Transaction History
Beacon Financial Group
- $913 Million
- Q3 2024
A detailed history of Beacon Financial Group transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Beacon Financial Group holds 2,820 shares of IMCV stock, worth $209,328. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,820Holding current value
$209,328% of portfolio
0.02%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
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Orgel Wealth Management, LLC345KShares$25.6 Million0.69% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20 Million0.03% of portfolio
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Matrix Trust CO198KShares$14.7 Million2.83% of portfolio