New Insight Wealth Advisors Ishares Morningstar Mid Cap Va Transaction History
New Insight Wealth Advisors
- $190 Billion
- Q3 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 3,392 shares of IMCV stock, worth $251,788. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,392
Previous 3,392
-0.0%
Holding current value
$251,788
Previous $238 Million
9.11%
% of portfolio
0.14%
Previous 0.14%
Shares
3 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