Ptm Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History
Ptm Wealth Management, LLC
- $95.1 Billion
- Q1 2025
A detailed history of Ptm Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 106,229 shares of IMCG stock, worth $7.63 Million. This represents 7.08% of its overall portfolio holdings.
Number of Shares
106,229Holding current value
$7.63 Million% of portfolio
7.08%Shares
1 transactions
Others Institutions Holding IMCG
# of Institutions
390Shares Held
22MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.01MShares$144 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.39MShares$100 Million0.03% of portfolio
-
Morgan Stanley New York, NY914KShares$65.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL904KShares$64.9 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$50 Million0.07% of portfolio