First Personal Financial Services Ishares Morningstar Mid Cap Va Transaction History
First Personal Financial Services
- $472 Million
- Q3 2024
A detailed history of First Personal Financial Services transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, First Personal Financial Services holds 121 shares of IMCV stock, worth $8,885. This represents 0.0% of its overall portfolio holdings.
Number of Shares
121
Previous 121
-0.0%
Holding current value
$8,885
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
146Shares Held
5.14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$60.3 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$29.7 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$25.3 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$19.8 Million0.03% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA198KShares$14.5 Million0.8% of portfolio