Transcend Capital Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History
Transcend Capital Advisors, LLC
- $1.35 Billion
- Q2 2024
A detailed history of Transcend Capital Advisors, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Transcend Capital Advisors, LLC holds 2,954 shares of IMCV stock, worth $206,632. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,954
Previous 2,807
5.24%
Holding current value
$206,632
Previous $203,000
1.97%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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