Kingswood Wealth Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,994 shares of IMCG stock, worth $1.23 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,994
Previous 7,382 116.66%
Holding current value
$1.23 Million
Previous $500 Million 133.32%
% of portfolio
0.08%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$65.15 - $72.97 $561,071 - $628,417
8,612 Added 116.66%
15,994 $1.17 Billion
Q2 2024

Jul 09, 2024
BUY
$65.46 - $70.15 $88,174 - $94,492
1,347 Added 22.32%
7,382 $500 Million
Q1 2024

Apr 15, 2024
BUY
$62.4 - $70.68 $376,584 - $426,553
6,035 New
6,035 $427 Million

Others Institutions Holding IMCG

# of Institutions
339
Shares Held
17.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARE MORNINGSTAR MID CAP GRO

IMCG Quotes by TradingView
  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email