Vaughan David Investments LLC Ishares Morningstar Mid Cap Va Put Options Transaction History

Vaughan David Investments LLC

$4.27 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IMCV

# of Institutions

161

Shares Held

5.63M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

717K
Shares

$53.5 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

397K
Shares

$29.6 Million
0.29% of portfolio
Orgel Wealth Management, LLC

341K
Shares

$25.4 Million
0.69% of portfolio
Raymond James Financial Inc St. Petersburg, FL

335K
Shares

$25 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$20.1 Million
0.03% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
Sector ETFs
Industry ETFs

More about IMCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vaughan David Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vaughan David Investments LLC with notifications on news.