Srs Capital Advisors, Inc. Ishares Morningstar Mid Cap Va Transaction History
Srs Capital Advisors, Inc.
- $1.07 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$61.6 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30.3 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$25.9 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.2 Million0.03% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA198KShares$14.8 Million0.8% of portfolio