Compass Planning Associates Inc Ishare Morningstar Mid Cap Gro Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Compass Planning Associates Inc holds 286 shares of IMCG stock, worth $22,702. This represents 0.02% of its overall portfolio holdings.
Number of Shares
286Holding current value
$22,702% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IMCG
# of Institutions
351Shares Held
17.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.21MShares$96.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC987KShares$78.3 Million0.03% of portfolio
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Morgan Stanley New York, NY794KShares$63 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$55.2 Million0.07% of portfolio
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Northwestern Mutual Wealth Management CO603KShares$47.9 Million0.04% of portfolio