Philip James Wealth Mangement, LLC Ishares Morningstar Mid Cap Et Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 6,025 shares of IMCB stock, worth $454,646. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,025
Previous 6,006
0.32%
Holding current value
$454,646
Previous $437 Million
3.45%
% of portfolio
0.28%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding IMCB
# of Institutions
186Shares Held
7.04MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.17MShares$87.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY913KShares$68.9 Million0.01% of portfolio
-
Townsquare Capital LLC523KShares$39.5 Million0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC426KShares$32.2 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC388KShares$29.3 Million0.04% of portfolio