Wealth Enhancement Advisory Services, LLC Ishares Morningstar Mid Cap Va Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 16,662 shares of IMCV stock, worth $1.29 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,662
Previous 17,895
6.89%
Holding current value
$1.29 Million
Previous $1.33 Million
4.67%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding IMCV
# of Institutions
164Shares Held
5.71MCall 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