Creative Planning Ishares Morningstar Mid Cap Va Transaction History
Creative Planning
- $93.6 Billion
- Q2 2024
A detailed history of Creative Planning transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Creative Planning holds 5,063 shares of IMCV stock, worth $387,319. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,063
Previous 5,063
-0.0%
Holding current value
$387,319
Previous $367,000
3.27%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding IMCV
# of Institutions
137Shares Held
5.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY807KShares$61.7 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY393KShares$30 Million0.3% of portfolio
-
Orgel Wealth Management, LLC348KShares$26.6 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC339KShares$25.9 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL255KShares$19.5 Million0.03% of portfolio