Dfpg Investments, LLC Ishares Morningstar Mid Cap Va Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Dfpg Investments, LLC holds 22,519 shares of IMCV stock, worth $1.58 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
22,519
Previous 22,029
2.22%
Holding current value
$1.58 Million
Previous $1.33 Million
14.24%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IMCV
# of Institutions
135Shares Held
5.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY798KShares$55.8 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY531KShares$37.2 Million0.45% of portfolio
-
Orgel Wealth Management, LLC352KShares$24.7 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC316KShares$22.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL239KShares$16.8 Million0.03% of portfolio