Bartlett & Co. Wealth Management LLC Ishare Morningstar Mid Cap Gro Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 400 shares of IMCG stock, worth $30,536. This represents 0.0% of its overall portfolio holdings.
Number of Shares
400
Previous 400
-0.0%
Holding current value
$30,536
Previous $27.1 Million
7.7%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IMCG
# of Institutions
339Shares Held
17.1MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.21MShares$92.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC987KShares$75.3 Million0.03% of portfolio
-
Morgan Stanley New York, NY794KShares$60.6 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$53.1 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO603KShares$46.1 Million0.04% of portfolio