Steward Partners Investment Advisory, LLC Ishares Morningstar Mid Cap Va Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 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 $975. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13
Previous 13
-0.0%
Holding current value
$975
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$61.6 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30.3 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$25.9 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.2 Million0.03% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA198KShares$14.8 Million0.8% of portfolio