Wealth Trak Capital Management LLC Ishares Morningstar Mid Cap Va Transaction History
Wealth Trak Capital Management LLC
- $118 Billion
- Q4 2024
A detailed history of Wealth Trak Capital Management LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 4,233 shares of IMCV stock, worth $321,411. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,233Holding current value
$321,411% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding IMCV
# of Institutions
150Shares Held
5.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$62.3 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY453KShares$34.4 Million0.33% of portfolio
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Orgel Wealth Management, LLC343KShares$26.1 Million0.69% of portfolio
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Raymond James Financial Inc St. Petersburg, FL299KShares$22.7 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.5 Million0.03% of portfolio