Leo Wealth, LLC Ishare Morningstar Mid Cap Gro Transaction History

Leo Wealth, LLC

$1.09 Trillion
Q3 2024

A detailed history of Leo Wealth, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Leo Wealth, LLC holds 37,303 shares of IMCG stock, worth $2.89 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

37,303

Previous 31,748 17.5%

Holding current value

$2.89 Million

Previous $2.13 Billion 27.6%

% of portfolio

0.25%

Previous 0.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$65.15 - $72.97 $361,908 - $405,348	5,555 Added 17.5%	37,303 $2.72 Billion
Q2 2024 Jul 17, 2024	BUY	$65.46 - $70.15 $154,289 - $165,343	2,357 Added 8.02%	31,748 $2.13 Billion
Q1 2024 May 09, 2024	BUY	$62.4 - $70.68 $1,809 - $2,049	29 Added 0.1%	29,391 $2.06 Billion
Q4 2023 Mar 14, 2024	BUY	$53.24 - $64.9 $1.56 Million - $1.91 Million	29,362 New	29,362 $2.04 Billion

Others Institutions Holding IMCG

# of Institutions

339

Shares Held

17.1M

Call Options Held

Put Options Held

View Full List

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
Sector ETFs
Industry ETFs

More about IMCG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Leo Wealth, LLC with notifications on news.

Account