Wealth Trak Capital Management LLC Ishares Morningstar Mid Cap Va Transaction History
Wealth Trak Capital Management LLC
- $121 Billion
- Q3 2025
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 4,167 shares of IMCV stock, worth $333,443. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,167
Previous 4,005
4.04%
Holding current value
$333,443
Previous $297 Million
12.69%
% of portfolio
0.28%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding IMCV
# of Institutions
172Shares Held
7.66MCall Options Held
0Put Options Held
0-
Vantagepoint Investment Advisers LLC979KShares$78.3 Million0.67% of portfolio
-
Morgan Stanley New York, NY633KShares$50.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL409KShares$32.7 Million0.01% of portfolio
-
Orgel Wealth Management, LLC360KShares$28.8 Million0.7% of portfolio
-
Equitable Holdings, Inc. New York, NY339KShares$27.2 Million0.21% of portfolio