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 $7.68 Million. This represents 8.08% of its overall portfolio holdings.
Number of Shares
104,490
Previous 103,360
1.09%
Holding current value
$7.68 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
5.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY806KShares$59.2 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY453KShares$33.3 Million0.33% of portfolio
-
Orgel Wealth Management, LLC343KShares$25.2 Million0.69% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL299KShares$21.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$19.8 Million0.03% of portfolio