Fermata Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 2024
A detailed history of Fermata Advisors, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Fermata Advisors, LLC holds 8,235 shares of IMCG stock, worth $661,105. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,235
Previous 8,701
5.36%
Holding current value
$661,105
Previous $589,000
1.87%
% of portfolio
0.12%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding IMCG
# of Institutions
339Shares Held
17.1MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.21MShares$97.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC987KShares$79.2 Million0.03% of portfolio
-
Morgan Stanley New York, NY794KShares$63.7 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$55.9 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO603KShares$48.4 Million0.04% of portfolio