Orgel Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
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 322,941 shares of IMCG stock, worth $25.1 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
322,941
Previous 336,609
4.06%
Holding current value
$25.1 Million
Previous $22.8 Million
3.33%
% of portfolio
0.61%
Previous 0.64%
Shares
10 transactions
Others Institutions Holding IMCG
# of Institutions
338Shares Held
17.1MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.21MShares$94.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC987KShares$76.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY794KShares$61.7 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$54.1 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO603KShares$46.9 Million0.04% of portfolio