Fermata Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History
Fermata Advisors, LLC
- $415 Million
- Q2 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 8,701 shares of IMCG stock, worth $600,630. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,701
Previous 33,150
73.75%
Holding current value
$600,630
Previous $2.34 Million
74.86%
% of portfolio
0.14%
Previous 0.53%
Shares
11 transactions
Others Institutions Holding IMCG
# of Institutions
316Shares Held
16.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.05MShares$72.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY920KShares$63.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC917KShares$63.3 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO722KShares$49.8 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL652KShares$45 Million0.06% of portfolio