Capital Planning Advisors, LLC Ishares Morningstar Mid Cap Et Transaction History
Capital Planning Advisors, LLC
- $567 Million
- Q2 2024
A detailed history of Capital Planning Advisors, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 5,126 shares of IMCB stock, worth $386,807. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,126
Previous 3,533
45.09%
Holding current value
$386,807
Previous $257,000
39.69%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IMCB
# of Institutions
186Shares Held
7.04MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.17MShares$87.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY913KShares$68.9 Million0.01% of portfolio
-
Townsquare Capital LLC523KShares$39.5 Million0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC426KShares$32.2 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC388KShares$29.3 Million0.04% of portfolio