Creative One Wealth, LLC Ishare Morningstar Mid Cap Gro Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 2024
A detailed history of Creative One Wealth, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Creative One Wealth, LLC holds 2,987 shares of IMCG stock, worth $201,622. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,987
Previous 3,802
21.44%
Holding current value
$201,622
Previous $245,000
13.88%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IMCG
# of Institutions
308Shares Held
16.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.47MShares$99.5 Million0.06% of portfolio
-
Morgan Stanley New York, NY899KShares$60.7 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN888KShares$60 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO698KShares$47.1 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL623KShares$42.1 Million0.07% of portfolio