J.W. Cole Advisors, Inc. Ishares Morningstar Mid Cap Va Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 5,465 shares of IMCV stock, worth $415,886. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,465
Previous 5,674
3.68%
Holding current value
$415,886
Previous $411,000
6.81%
% of portfolio
0.02%
Previous 0.02%
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