Orgel Wealth Management, LLC Ishares Morningstar Mid Cap Va Transaction History
Orgel Wealth Management, LLC
- $3.93 Billion
- Q2 2025
A detailed history of Orgel Wealth Management, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 359,977 shares of IMCV stock, worth $27.8 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
359,977
Previous 340,525
5.71%
Holding current value
$27.8 Million
Previous $25 Million
9.43%
% of portfolio
0.7%
Previous 0.69%
Shares
13 transactions
Others Institutions Holding IMCV
# of Institutions
168Shares Held
6.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY680KShares$52.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL396KShares$30.5 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY390KShares$30.1 Million0.26% of portfolio
-
Commonwealth Equity Services, LLC270KShares$20.8 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.8 Million0.03% of portfolio