Steward Partners Investment Advisory, LLC Ishares Morningstar Mid Cap Va Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 13 shares of IMCV stock, worth $989. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13
Previous 13
-0.0%
Holding current value
$989
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding IMCV
# of Institutions
136Shares Held
5.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY807KShares$61.4 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY393KShares$29.9 Million0.3% of portfolio
-
Orgel Wealth Management, LLC348KShares$26.5 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC339KShares$25.8 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL255KShares$19.4 Million0.03% of portfolio