Madison Wealth Partners, Inc Ishares Morningstar Mid Cap Va Transaction History
Madison Wealth Partners, Inc
- $326 Million
- Q3 2024
A detailed history of Madison Wealth Partners, Inc transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 8,402 shares of IMCV stock, worth $623,680. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,402
Previous 8,402
-0.0%
Holding current value
$623,680
Previous $590,000
8.98%
% of portfolio
0.2%
Previous 0.21%
Shares
7 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
-
Steele Capital Management, Inc. Dubuque, IA198KShares$14.7 Million0.8% of portfolio