Wr Wealth Planners, LLC Ishare Morningstar Mid Cap Gro Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 13,870 shares of IMCG stock, worth $990,872. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,870
Previous 14,132
1.85%
Holding current value
$990,872
Previous $998,000
5.91%
% of portfolio
0.3%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding IMCG
# of Institutions
315Shares Held
16.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.05MShares$75.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY920KShares$65.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC917KShares$65.5 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO722KShares$51.6 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL652KShares$46.6 Million0.06% of portfolio