Orgel Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History
Orgel Wealth Management, LLC
- $3.62 Billion
- Q1 2025
A detailed history of Orgel Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 300,058 shares of IMCG stock, worth $21.6 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
300,058
Previous 312,272
3.91%
Holding current value
$21.6 Million
Previous $23.6 Million
9.3%
% of portfolio
0.59%
Previous 0.64%
Shares
12 transactions
Others Institutions Holding IMCG
# of Institutions
387Shares Held
21MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.39MShares$100 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.19MShares$85.5 Million0.04% of portfolio
-
Morgan Stanley New York, NY914KShares$65.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL904KShares$64.9 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$50 Million0.07% of portfolio