Householder Group Estate & Retirement Specialist, LLC Ishares Morningstar Mid Cap Va Transaction History
Householder Group Estate & Retirement Specialist, LLC
- $343 Million
- Q3 2024
A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 141 shares of IMCV stock, worth $10,353. This represents 0.0% of its overall portfolio holdings.
Number of Shares
141
Previous 141
-0.0%
Holding current value
$10,353
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
146Shares Held
5.14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$60.3 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$29.7 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$25.3 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$19.8 Million0.03% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA198KShares$14.5 Million0.8% of portfolio