Integrated Wealth Concepts LLC Ishares Morningstar Mid Cap Va Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,947 shares of IMCV stock, worth $452,566. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,947
Previous 5,946
0.02%
Holding current value
$452,566
Previous $431,000
3.25%
% of portfolio
0.01%
Previous 0.01%
Shares
6 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