Bogart Wealth, LLC Ishare Morningstar Mid Cap Gro Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Bogart Wealth, LLC holds 2,913 shares of IMCG stock, worth $232,603. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,913
Previous 3,674
20.71%
Holding current value
$232,603
Previous $248,000
14.52%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IMCG
# of Institutions
338Shares Held
17.1MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.21MShares$96.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC987KShares$78.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY794KShares$63.4 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$55.6 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO603KShares$48.2 Million0.04% of portfolio