Avantax Advisory Services, Inc. Ishare Morningstar Mid Cap Gro Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 460,156 shares of IMCG stock, worth $31.8 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
460,156
Previous 398,204
15.56%
Holding current value
$31.8 Million
Previous $28.1 Million
10.77%
% of portfolio
0.23%
Previous 0.25%
Shares
23 transactions
Others Institutions Holding IMCG
# of Institutions
316Shares Held
16.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.05MShares$72.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY920KShares$63.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC917KShares$63.3 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO722KShares$49.8 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL652KShares$45 Million0.06% of portfolio