Mount Yale Investment Advisors, LLC I3 Verticals, Inc. Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in I3 Verticals, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 960 shares of IIIV stock, worth $29,654. This represents 0.0% of its overall portfolio holdings.
Number of Shares
960Holding current value
$29,654% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IIIV
# of Institutions
179Shares Held
28.9MCall Options Held
116KPut Options Held
0-
T. Rowe Price Investment Management, Inc. Baltimore, MD3.18MShares$98.1 Million0.06% of portfolio
-
Geneva Capital Management LLC1.89MShares$58.3 Million0.89% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.85MShares$57.3 Million0.0% of portfolio
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Black Rock Inc. New York, NY1.78MShares$55.1 Million0.0% of portfolio
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Crosslink Capital Inc Menlo Park, CA1.25MShares$38.7 Million5.23% of portfolio
About i3 Verticals, Inc.
- Ticker IIIV
- Exchange NASDAQ
- Sector Technology
- Industry Software—Infrastructure
- Shares Outstandng 22,262,900
- Market Cap $688M
- Description
- i3 Verticals, Inc. provides integrated payment and software solutions to small- and medium-sized businesses and organizations in education, non-profit, public sector, and healthcare markets in the United States. It operates in two segments, Merchant Services, and Proprietary Software and Payments. The company offers payment processing services t...