Ethos Financial Group, LLC Ishare Morningstar Mid Cap Gro Transaction History

Ethos Financial Group, LLC

$528 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$62.4 - $70.68 $7.44 Million - $8.43 Million	119,307 New	119,307 $8.43 Million

Others Institutions Holding IMCG

# of Institutions

339

Shares Held

17.1M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.21M
Shares

$98.1 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

987K
Shares

$79.9 Million
0.03% of portfolio
Morgan Stanley New York, NY

794K
Shares

$64.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$56.4 Million
0.07% of portfolio
Northwestern Mutual Wealth Management CO

603K
Shares

$48.9 Million
0.04% of portfolio

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
Sector ETFs
Industry ETFs

More about IMCG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.