Lebenthal Global Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History
Lebenthal Global Advisors, LLC
- $540 Million
- Q4 2024
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 52,632 shares of IMCV stock, worth $4.05 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
52,632Holding current value
$4.05 Million% of portfolio
0.72%Shares
1 transactions
Others Institutions Holding IMCV
# of Institutions
146Shares Held
5.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$63.2 Million0.0% of portfolio
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Equitable Holdings, Inc. New York, NY404KShares$31.1 Million0.31% of portfolio
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Orgel Wealth Management, LLC343KShares$26.5 Million0.69% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.8 Million0.03% of portfolio
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Matrix Trust CO198KShares$15.3 Million2.56% of portfolio