Courage Miller Partners, LLC Ishares Morningstar Mid Cap Va Transaction History
Courage Miller Partners, LLC
- $297 Million
- Q3 2024
A detailed history of Courage Miller Partners, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Courage Miller Partners, LLC holds 20,905 shares of IMCV stock, worth $1.55 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
20,905
Previous 21,028
0.58%
Holding current value
$1.55 Million
Previous $1.48 Million
8.46%
% of portfolio
0.54%
Previous 0.53%
Shares
26 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