Capital Asset Advisory Services LLC Ishare Morningstar Mid Cap Gro Transaction History
Capital Asset Advisory Services LLC
- $2.13 Billion
- Q2 2025
A detailed history of Capital Asset Advisory Services LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 17,070 shares of IMCG stock, worth $1.38 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,070
Previous 17,515
2.54%
Holding current value
$1.38 Million
Previous $1.25 Million
9.7%
% of portfolio
0.06%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding IMCG
# of Institutions
398Shares Held
22.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.01MShares$163 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$148 Million0.04% of portfolio
-
Morgan Stanley New York, NY971KShares$78.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL943KShares$76.4 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO727KShares$58.9 Million0.04% of portfolio