Plante Moran Financial Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History
Plante Moran Financial Advisors, LLC
- $927 Million
- Q1 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 3,300 shares of IMCV stock, worth $230,670. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,300
Previous 3,300
-0.0%
Holding current value
$230,670
Previous $223,000
7.17%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IMCV
# of Institutions
135Shares Held
5.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY798KShares$55.7 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY531KShares$37.1 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