Kestra Private Wealth Services, LLC Ishares Morningstar Mid Cap Va Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 3,796 shares of IMCV stock, worth $298,897. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,796
Previous 4,471
15.1%
Holding current value
$298,897
Previous $331,000
12.99%
% of portfolio
0.0%
Previous 0.01%
Shares
20 transactions
Others Institutions Holding IMCV
# of Institutions
170Shares Held
6.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY680KShares$53.5 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL396KShares$31.2 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY390KShares$30.7 Million0.26% of portfolio
-
Orgel Wealth Management, LLC360KShares$28.4 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC270KShares$21.3 Million0.03% of portfolio