Cahill Financial Advisors Inc Ishares Morningstar Mid Cap Va Transaction History
Cahill Financial Advisors Inc
- $707 Million
- Q3 2024
A detailed history of Cahill Financial Advisors Inc transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 4,244 shares of IMCV stock, worth $331,286. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,244
Previous 4,214
0.71%
Holding current value
$331,286
Previous $295,000
10.17%
% of portfolio
0.05%
Previous 0.04%
Shares
8 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
-
Steele Capital Management, Inc. Dubuque, IA198KShares$15.4 Million0.8% of portfolio