Vivaldi Capital Management LP Ishares Morningstar Mid Cap Va Transaction History
Vivaldi Capital Management LP
- $341 Million
- Q1 2024
A detailed history of Vivaldi Capital Management LP transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Vivaldi Capital Management LP holds 21,966 shares of IMCV stock, worth $1.62 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
21,966
Previous 21,087
4.17%
Holding current value
$1.62 Million
Previous $1.43 Million
11.55%
% of portfolio
0.47%
Previous 0.43%
Shares
9 transactions
Others Institutions Holding IMCV
# of Institutions
135Shares Held
5.32MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY798KShares$58.7 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY531KShares$39.1 Million0.45% of portfolio
-
Orgel Wealth Management, LLC348KShares$25.6 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC316KShares$23.3 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL255KShares$18.8 Million0.03% of portfolio