Secure Asset Management, LLC Ishare Morningstar Mid Cap Gro Transaction History
Secure Asset Management, LLC
- $585 Million
- Q3 2025
A detailed history of Secure Asset Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Secure Asset Management, LLC holds 4,269 shares of IMCG stock, worth $348,478. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,269
Previous 3,182
34.16%
Holding current value
$348,478
Previous $255,000
38.43%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IMCG
# of Institutions
407Shares Held
23MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.13MShares$174 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.49MShares$121 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.01MShares$82.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL973KShares$79.4 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO782KShares$63.8 Million0.05% of portfolio