High Net Worth Advisory Group LLC Ishare Morningstar Mid Cap Gro Transaction History
High Net Worth Advisory Group LLC
- $340 Million
- Q1 2025
A detailed history of High Net Worth Advisory Group LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 4,500 shares of IMCG stock, worth $351,855. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,500
Previous 4,500
-0.0%
Holding current value
$351,855
Previous $339,000
5.6%
% of portfolio
0.09%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding IMCG
# of Institutions
393Shares Held
22.9MCall Options Held
0Put Options Held
335-
Lpl Financial LLC Fort Mill, SC2.01MShares$157 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$143 Million0.04% of portfolio
-
Morgan Stanley New York, NY971KShares$75.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL943KShares$73.7 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO727KShares$56.8 Million0.04% of portfolio