Diversify Wealth Management, LLC Ishares Morningstar Mid Cap Et Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,073 shares of IMCB stock, worth $313,376. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,073
Previous 4,601
11.48%
Holding current value
$313,376
Previous $317 Million
1.62%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IMCB
# of Institutions
195Shares Held
7.2MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.18MShares$90.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY916KShares$70.5 Million0.01% of portfolio
-
Townsquare Capital LLC562KShares$43.2 Million0.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC410KShares$31.6 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC375KShares$28.8 Million0.04% of portfolio