Plante Moran Financial Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History
Plante Moran Financial Advisors, LLC
- $1.17 Billion
- Q3 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 3,453 shares of IMCV stock, worth $256,316. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,453
Previous 3,453
-0.0%
Holding current value
$256,316
Previous $242,000
9.09%
% of portfolio
0.02%
Previous 0.02%
Shares
5 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