New Insight Wealth Advisors Ishares Morningstar Mid Cap Va Transaction History
New Insight Wealth Advisors
- $220 Billion
- Q1 2025
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 3,392 shares of IMCV stock, worth $252,839. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,392
Previous 3,392
-0.0%
Holding current value
$252,839
Previous $252 Million
0.09%
% of portfolio
0.11%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding IMCV
# of Institutions
161Shares Held
5.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY717KShares$53.5 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY397KShares$29.6 Million0.29% of portfolio
-
Orgel Wealth Management, LLC341KShares$25.4 Million0.69% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL335KShares$25 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.1 Million0.03% of portfolio