Jim Saulnier & Associates, LLC Ishares Morningstar Mid Cap Va Transaction History
Jim Saulnier & Associates, LLC
- $102 Billion
- Q3 2024
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 20,850 shares of IMCV stock, worth $1.56 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
20,850Holding current value
$1.56 Million% of portfolio
1.56%Shares
1 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
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Orgel Wealth Management, LLC345KShares$25.9 Million0.69% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.2 Million0.03% of portfolio
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Steele Capital Management, Inc. Dubuque, IA198KShares$14.8 Million0.8% of portfolio