Cresset Asset Management, LLC Ishares Morningstar Mid Cap Va Transaction History
Cresset Asset Management, LLC
- $17.3 Billion
- Q4 2024
A detailed history of Cresset Asset Management, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Cresset Asset Management, LLC holds 2,745 shares of IMCV stock, worth $208,620. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,745
Previous 2,745
-0.0%
Holding current value
$208,620
Previous $210,000
3.33%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IMCV
# of Institutions
150Shares Held
5.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY806KShares$61.3 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY453KShares$34.4 Million0.33% of portfolio
-
Orgel Wealth Management, LLC343KShares$26.1 Million0.69% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL299KShares$22.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.5 Million0.03% of portfolio