Caliber Wealth Management, LLC / Ks Ishare Morningstar Mid Cap Gro Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 39,789 shares of IMCG stock, worth $3.09 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
39,789Holding current value
$3.09 Million% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding IMCG
# of Institutions
393Shares Held
22.9MCall Options Held
0Put Options Held
335-
Lpl Financial LLC Fort Mill, SC2.01MShares$156 Million0.06% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.83MShares$142 Million0.04% of portfolio
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Morgan Stanley New York, NY971KShares$75.3 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL943KShares$73.1 Million0.03% of portfolio
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Northwestern Mutual Wealth Management CO727KShares$56.4 Million0.04% of portfolio