Proactive Wealth Strategies LLC Ishares Morningstar Mid Cap Et Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,258 shares of IMCB stock, worth $337,701. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,258
Previous 4,241
0.4%
Holding current value
$337,701
Previous $322,000
0.62%
% of portfolio
0.17%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding IMCB
# of Institutions
199Shares Held
7.09MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.19MShares$94.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.19MShares$94.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC429KShares$34 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC367KShares$29.1 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL346KShares$27.4 Million0.01% of portfolio