Lebenthal Global Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History
Lebenthal Global Advisors, LLC
- $526 Million
- Q1 2025
A detailed history of Lebenthal Global Advisors, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Lebenthal Global Advisors, LLC holds 55,382 shares of IMCV stock, worth $4.36 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
55,382
Previous 52,632
5.22%
Holding current value
$4.36 Million
Previous $3.91 Million
5.12%
% of portfolio
0.78%
Previous 0.72%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
166Shares Held
5.75MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY717KShares$56.4 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY397KShares$31.2 Million0.29% of portfolio
-
Orgel Wealth Management, LLC360KShares$28.3 Million0.7% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL335KShares$26.4 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$21.2 Million0.03% of portfolio