Ptm Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Ptm Wealth Management, LLC

  • $95.1 Billion
  • Q1 2025

A detailed history of Ptm Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 106,229 shares of IMCG stock, worth $8.24 Million. This represents 7.08% of its overall portfolio holdings.

Number of Shares
106,229
Holding current value
$8.24 Million
% of portfolio
7.08%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$69.69 - $79.99 $7.4 Million - $8.5 Million
106,229 New
106,229 $6.73 Billion

Others Institutions Holding IMCG

# of Institutions
393
Shares Held
22.9M
Call Options Held
0
Put Options Held
335
View Full List

About ISHARE MORNINGSTAR MID CAP GRO

IMCG Quotes by TradingView
  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Ptm Wealth Management, LLC Portfolio

Follow Ptm Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ptm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ptm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email