Diversify Advisory Services, LLC Ishares Morningstar Mid Cap Va Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 14,182 shares of IMCV stock, worth $1.09 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,182
Previous 17,209
17.59%
Holding current value
$1.09 Million
Previous $1.33 Billion
21.41%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding IMCV
# of Institutions
146Shares Held
5.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$63.2 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$31.1 Million0.31% of portfolio
-
Orgel Wealth Management, LLC343KShares$26.5 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.8 Million0.03% of portfolio
-
Matrix Trust CO198KShares$15.3 Million2.56% of portfolio