Proactive Wealth Strategies LLC Ishares Morningstar Mid Cap Et Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,242 shares of IMCB stock, worth $326,973. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,242
Previous 4,258
0.38%
Holding current value
$326,973
Previous $324,000
3.09%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding IMCB
# of Institutions
197Shares Held
8MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.26MShares$97.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.19MShares$92.1 Million0.01% of portfolio
-
Fortitude Financial, LLC Spokane, WA483KShares$37.3 Million20.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC454KShares$35 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC399KShares$30.8 Million0.04% of portfolio