Kingswood Wealth Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 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 6,035 shares of IMCG stock, worth $407,362. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,035Holding current value
$407,362% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding IMCG
# of Institutions
308Shares Held
16.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.47MShares$99.5 Million0.06% of portfolio
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Morgan Stanley New York, NY899KShares$60.7 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN888KShares$60 Million0.02% of portfolio
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Northwestern Mutual Wealth Management CO698KShares$47.1 Million0.05% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL623KShares$42.1 Million0.07% of portfolio