Ever Source Wealth Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 105 shares of IMCG stock, worth $8,571. This represents 0.0% of its overall portfolio holdings.
Number of Shares
105
Previous 105
-0.0%
Holding current value
$8,571
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IMCG
# of Institutions
405Shares Held
22.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.13MShares$174 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.49MShares$121 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.01MShares$82.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL973KShares$79.4 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO782KShares$63.8 Million0.05% of portfolio