Sound Income Strategies, LLC Ishares Morningstar Mid Cap Va Transaction History
Sound Income Strategies, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Sound Income Strategies, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Sound Income Strategies, LLC holds 54 shares of IMCV stock, worth $4,020. This represents 0.0% of its overall portfolio holdings.
Number of Shares
54
Previous 54
-0.0%
Holding current value
$4,020
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$61.1 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30.1 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$25.7 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.1 Million0.03% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA198KShares$14.7 Million0.8% of portfolio