Fermata Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 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 7,488 shares of IMCG stock, worth $592,600. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,488
Previous 8,235
9.07%
Holding current value
$592,600
Previous $600,000
5.83%
% of portfolio
0.11%
Previous 0.12%
Shares
13 transactions
Others Institutions Holding IMCG
# of Institutions
345Shares Held
17.6MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.21MShares$95.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC987KShares$78.1 Million0.03% of portfolio
-
Morgan Stanley New York, NY794KShares$62.8 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$55.1 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO603KShares$47.8 Million0.04% of portfolio