Jim Saulnier & Associates, LLC Ishares Morningstar Mid Cap Va Transaction History
Jim Saulnier & Associates, LLC
- $116 Billion
- Q4 2024
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 26,833 shares of IMCV stock, worth $2.07 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
26,833
Previous 20,850
28.7%
Holding current value
$2.07 Million
Previous $1.6 Billion
24.7%
% of portfolio
1.72%
Previous 1.56%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
146Shares Held
5.14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$63.2 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$31.1 Million0.31% of portfolio
-
Orgel Wealth Management, LLC343KShares$26.5 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.8 Million0.03% of portfolio
-
Matrix Trust CO198KShares$15.3 Million2.56% of portfolio