Leo Wealth, LLC Ishare Morningstar Mid Cap Gro Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 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 38,388 shares of IMCG stock, worth $3.05 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
38,388
Previous 37,303
2.91%
Holding current value
$3.05 Million
Previous $2.72 Billion
6.52%
% of portfolio
0.26%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding IMCG
# of Institutions
346Shares Held
17.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.21MShares$96.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC987KShares$78.3 Million0.03% of portfolio
-
Morgan Stanley New York, NY794KShares$63 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$55.2 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO603KShares$47.9 Million0.04% of portfolio