Cornerstone Planning Group LLC Ishare Morningstar Mid Cap Gro Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 2024
A detailed history of Cornerstone Planning Group LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 310,146 shares of IMCG stock, worth $23.1 Million. This represents 6.07% of its overall portfolio holdings.
Number of Shares
310,146
Previous 292,619
5.99%
Holding current value
$23.1 Million
Previous $19.1 Billion
20.55%
% of portfolio
6.07%
Previous 5.47%
Shares
7 transactions
Others Institutions Holding IMCG
# of Institutions
321Shares Held
17MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.05MShares$78.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY920KShares$68.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC917KShares$68.2 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO722KShares$53.7 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$51.7 Million0.07% of portfolio