Level Four Advisory Services, LLC Ishares Morningstar Mid Cap Va Transaction History
Level Four Advisory Services, LLC
- $2.3 Billion
- Q3 2024
A detailed history of Level Four Advisory Services, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 12,587 shares of IMCV stock, worth $934,333. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,587
Previous 12,585
0.02%
Holding current value
$934,333
Previous $883,000
9.17%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$60.9 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$25.6 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20 Million0.03% of portfolio
-
Matrix Trust CO198KShares$14.7 Million2.83% of portfolio