Keyvantage Wealth, LLC Ishare Morningstar Mid Cap Gro Transaction History
Keyvantage Wealth, LLC
- $223 Billion
- Q2 2025
A detailed history of Keyvantage Wealth, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 9,898 shares of IMCG stock, worth $794,017. This represents 0.36% of its overall portfolio holdings.
Number of Shares
9,898
Previous 10,578
6.43%
Holding current value
$794,017
Previous $756 Million
5.1%
% of portfolio
0.36%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding IMCG
# of Institutions
396Shares Held
22.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.13MShares$171 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$147 Million0.04% of portfolio
-
Morgan Stanley New York, NY971KShares$77.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL943KShares$75.6 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO727KShares$58.3 Million0.04% of portfolio