Diversify Advisory Services, LLC Ishares Morningstar Mid Cap Va Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 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 23,035 shares of IMCV stock, worth $1.75 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
23,035
Previous 22,256
3.5%
Holding current value
$1.75 Million
Previous $1.6 Billion
0.33%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
136Shares Held
5.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY807KShares$61.4 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY393KShares$29.9 Million0.3% of portfolio
-
Orgel Wealth Management, LLC348KShares$26.5 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC339KShares$25.8 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL255KShares$19.4 Million0.03% of portfolio