Sage Financial Group Inc Ishares Morningstar Mid Cap Va Transaction History
Sage Financial Group Inc
- $1.22 Billion
- Q3 2024
A detailed history of Sage Financial Group Inc transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Sage Financial Group Inc holds 7,486 shares of IMCV stock, worth $555,685. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,486
Previous 7,486
-0.0%
Holding current value
$555,685
Previous $525,000
9.14%
% of portfolio
0.05%
Previous 0.05%
Shares
8 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
-
Matrix Trust CO198KShares$14.7 Million2.83% of portfolio