Madison Wealth Partners, Inc Ishare Morningstar Mid Cap Gro Transaction History
Madison Wealth Partners, Inc
- $326 Million
- Q3 2024
A detailed history of Madison Wealth Partners, Inc transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 9,206 shares of IMCG stock, worth $709,782. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,206
Previous 9,206
-0.0%
Holding current value
$709,782
Previous $623,000
7.7%
% of portfolio
0.21%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding IMCG
# of Institutions
322Shares Held
17MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.05MShares$81 Million0.02% of portfolio
-
Morgan Stanley New York, NY920KShares$71 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC917KShares$70.7 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO722KShares$55.7 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$53.6 Million0.07% of portfolio