Compass Planning Associates Inc Ishare Morningstar Mid Cap Gro Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Compass Planning Associates Inc holds 500 shares of IMCG stock, worth $35,605. This represents 0.04% of its overall portfolio holdings.
Number of Shares
500
Previous 286
74.83%
Holding current value
$35,605
Previous $21.6 Million
65.2%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IMCG
# of Institutions
385Shares Held
21.3MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.39MShares$99.3 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.19MShares$84.7 Million0.04% of portfolio
-
Morgan Stanley New York, NY914KShares$65.1 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL904KShares$64.4 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$49.5 Million0.07% of portfolio