Orgel Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History
Orgel Wealth Management, LLC
- $3.93 Billion
- Q2 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 295,906 shares of IMCG stock, worth $23.7 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
295,906
Previous 300,058
1.38%
Holding current value
$23.7 Million
Previous $21.4 Million
10.98%
% of portfolio
0.6%
Previous 0.59%
Shares
13 transactions
Others Institutions Holding IMCG
# of Institutions
402Shares Held
22.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.13MShares$171 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.49MShares$119 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL973KShares$78 Million0.03% of portfolio
-
Morgan Stanley New York, NY971KShares$77.9 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO782KShares$62.7 Million0.05% of portfolio