Jim Saulnier & Associates, LLC Ishare Morningstar Mid Cap Gro Transaction History
Jim Saulnier & Associates, LLC
- $129 Billion
- Q1 2025
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 21,683 shares of IMCG stock, worth $1.56 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
21,683
Previous 20,766
4.42%
Holding current value
$1.56 Million
Previous $1.57 Billion
1.25%
% of portfolio
1.21%
Previous 1.35%
Shares
3 transactions
Others Institutions Holding IMCG
# of Institutions
390Shares Held
22MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.01MShares$144 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.39MShares$100 Million0.03% of portfolio
-
Morgan Stanley New York, NY914KShares$65.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL904KShares$64.9 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$50 Million0.07% of portfolio