New Insight Wealth Advisors Ishares Morningstar Mid Cap Va Transaction History
New Insight Wealth Advisors
- $160 Billion
- Q1 2024
A detailed history of New Insight Wealth Advisors transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, New Insight Wealth Advisors holds 3,971 shares of IMCV stock, worth $277,771. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,971
Previous 4,526
12.26%
Holding current value
$277,771
Previous $307 Million
6.0%
% of portfolio
0.18%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
135Shares Held
5.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY798KShares$55.8 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY531KShares$37.2 Million0.45% of portfolio
-
Orgel Wealth Management, LLC352KShares$24.6 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC316KShares$22.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL239KShares$16.7 Million0.03% of portfolio