Swisspartners Advisors LTD Ishares Morningstar Mid Cap Va Transaction History
Swisspartners Advisors LTD
- $96.1 Million
- Q4 2024
A detailed history of Swisspartners Advisors LTD transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Swisspartners Advisors LTD holds 104,490 shares of IMCV stock, worth $7.93 Million. This represents 8.08% of its overall portfolio holdings.
Number of Shares
104,490
Previous 103,360
1.09%
Holding current value
$7.93 Million
Previous $7.92 Million
2.05%
% of portfolio
8.08%
Previous 6.26%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
150Shares Held
5.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$62.3 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30.7 Million0.31% of portfolio
-
Orgel Wealth Management, LLC343KShares$26.1 Million0.69% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL299KShares$22.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.5 Million0.03% of portfolio