Leo Wealth, LLC Ishare Morningstar Mid Cap Gro Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 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 31,748 shares of IMCG stock, worth $2.18 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
31,748
Previous 29,391
8.02%
Holding current value
$2.18 Million
Previous $2.06 Billion
3.46%
% of portfolio
0.22%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding IMCG
# of Institutions
309Shares Held
16MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.47MShares$101 Million0.06% of portfolio
-
Morgan Stanley New York, NY899KShares$61.6 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN888KShares$60.9 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO698KShares$47.9 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL652KShares$44.7 Million0.06% of portfolio