Summit Asset Management, LLC Ishares Morningstar Mid Cap Va Transaction History
Summit Asset Management, LLC
- $841 Million
- Q1 2024
A detailed history of Summit Asset Management, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Summit Asset Management, LLC holds 4,476 shares of IMCV stock, worth $313,096. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,476
Previous 4,476
-0.0%
Holding current value
$313,096
Previous $303,000
6.93%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding IMCV
# of Institutions
135Shares Held
5.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY798KShares$55.8 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY531KShares$37.2 Million0.45% of portfolio
-
Orgel Wealth Management, LLC352KShares$24.6 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC316KShares$22.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL239KShares$16.7 Million0.03% of portfolio