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 $213,424. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,572
Previous 2,572
-0.0%
Holding current value
$213,424
Previous $183,000
12.57%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IMCG
# of Institutions
406Shares Held
22.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.13MShares$177 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.49MShares$123 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.01MShares$84.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL973KShares$80.7 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO782KShares$64.9 Million0.05% of portfolio