Wealthspire Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History
Wealthspire Advisors, LLC
- $18.8 Billion
- Q3 2025
A detailed history of Wealthspire Advisors, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 982 shares of IMCV stock, worth $78,579. This represents 0.0% of its overall portfolio holdings.
Number of Shares
982Holding current value
$78,579% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IMCV
# of Institutions
171Shares Held
7.66MCall Options Held
0Put Options Held
0-
Vantagepoint Investment Advisers LLC979KShares$78.3 Million0.67% of portfolio
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Morgan Stanley New York, NY633KShares$50.6 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL409KShares$32.7 Million0.01% of portfolio
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Orgel Wealth Management, LLC358KShares$28.7 Million0.68% of portfolio
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Equitable Holdings, Inc. New York, NY339KShares$27.2 Million0.21% of portfolio