Summit Asset Management, LLC Ishare Morningstar Mid Cap Gro Transaction History
Summit Asset Management, LLC
- $841 Million
- Q1 2024
A detailed history of Summit Asset Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Summit Asset Management, LLC holds 60,960 shares of IMCG stock, worth $4.11 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
60,960
Previous 61,093
0.22%
Holding current value
$4.11 Million
Previous $3.94 Million
9.42%
% of portfolio
0.51%
Previous 0.53%
Shares
27 transactions
Others Institutions Holding IMCG
# of Institutions
308Shares Held
16.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.47MShares$99.5 Million0.06% of portfolio
-
Morgan Stanley New York, NY899KShares$60.7 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN888KShares$60 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO698KShares$47.1 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL623KShares$42.1 Million0.07% of portfolio