Opal Wealth Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History
Opal Wealth Advisors, LLC
- $348 Million
- Q2 2025
A detailed history of Opal Wealth Advisors, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 2,572 shares of IMCG stock, worth $206,325. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,572
Previous 2,572
-0.0%
Holding current value
$206,325
Previous $183,000
12.57%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IMCG
# of Institutions
397Shares Held
22.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.01MShares$161 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$147 Million0.04% of portfolio
-
Morgan Stanley New York, NY971KShares$77.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL943KShares$75.6 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO727KShares$58.3 Million0.04% of portfolio