Pensionmark Financial Group, LLC Ishare Morningstar Mid Cap Gro Transaction History
Pensionmark Financial Group, LLC
- $1.54 Billion
- Q2 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 39,072 shares of IMCG stock, worth $3.01 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
39,072
Previous 37,050
5.46%
Holding current value
$3.01 Million
Previous $2.62 Million
1.11%
% of portfolio
0.17%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding IMCG
# of Institutions
322Shares Held
17MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.05MShares$81 Million0.02% of portfolio
-
Morgan Stanley New York, NY920KShares$71 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC917KShares$70.7 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO722KShares$55.7 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$53.6 Million0.07% of portfolio