High Net Worth Advisory Group LLC Ishare Morningstar Mid Cap Gro Transaction History
High Net Worth Advisory Group LLC
- $359 Million
- Q2 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 $367,335. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,500
Previous 4,500
-0.0%
Holding current value
$367,335
Previous $320,000
12.81%
% of portfolio
0.1%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding IMCG
# of Institutions
407Shares Held
23MCall 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