Scott Capital Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History
Scott Capital Advisors, LLC
- $327 Million
- Q2 2024
A detailed history of Scott Capital Advisors, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Scott Capital Advisors, LLC holds 126,466 shares of IMCG stock, worth $8.73 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
126,466
Previous 150,175
15.79%
Holding current value
$8.73 Million
Previous $10.6 Million
19.28%
% of portfolio
2.62%
Previous 3.28%
Shares
11 transactions
Others Institutions Holding IMCG
# of Institutions
316Shares Held
16.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.05MShares$72.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY920KShares$63.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC917KShares$63.3 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO722KShares$49.8 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL652KShares$45 Million0.06% of portfolio