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 $7.72 Million. This represents 7.97% of its overall portfolio holdings.
Number of Shares
108,110
Previous 104,490
3.46%
Holding current value
$7.72 Million
Previous $7.76 Million
3.36%
% of portfolio
7.97%
Previous 8.08%
Shares
3 transactions
Others Institutions Holding IMCV
# of Institutions
155Shares Held
5.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY806KShares$57.5 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY453KShares$32.3 Million0.33% of portfolio
-
Orgel Wealth Management, LLC341KShares$24.3 Million0.69% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL299KShares$21.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$19.2 Million0.03% of portfolio