Swisspartners Advisors LTD Ishares Morningstar Mid Cap Va Transaction History
Swisspartners Advisors LTD
- $101 Million
- Q1 2025
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 108,110 shares of IMCV stock, worth $8.35 Million. This represents 7.97% of its overall portfolio holdings.
Number of Shares
108,110
Previous 104,490
3.46%
Holding current value
$8.35 Million
Previous $7.76 Million
3.36%
% of portfolio
7.97%
Previous 8.08%
Shares
3 transactions
Others Institutions Holding IMCV
# of Institutions
164Shares Held
5.68MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY717KShares$55.4 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY397KShares$30.6 Million0.29% of portfolio
-
Orgel Wealth Management, LLC360KShares$27.8 Million0.7% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL335KShares$25.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.8 Million0.03% of portfolio