Burt Wealth Advisors Ishares Morningstar Mid Cap Va Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2024
A detailed history of Burt Wealth Advisors transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Burt Wealth Advisors holds 14,936 shares of IMCV stock, worth $1.12 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
14,936
Previous 15,336
2.61%
Holding current value
$1.12 Million
Previous $1.08 Million
6.22%
% of portfolio
0.29%
Previous 0.28%
Shares
16 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
-
Matrix Trust CO198KShares$14.8 Million2.83% of portfolio