Diversify Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 23,401 shares of IMCG stock, worth $1.83 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
23,401
Previous 19,558
19.65%
Holding current value
$1.83 Million
Previous $1.44 Billion
22.59%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding IMCG
# of Institutions
343Shares Held
17.2MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.21MShares$94.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC987KShares$77.2 Million0.03% of portfolio
-
Morgan Stanley New York, NY794KShares$62.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$54.4 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO603KShares$47.2 Million0.04% of portfolio