Summit Wealth Group LLC / CO Ishares Morningstar Mid Cap Et Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 3,825 shares of IMCB stock, worth $314,415. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,825Holding current value
$314,415% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding IMCB
# of Institutions
202Shares Held
8.91MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.31MShares$108 Million0.02% of portfolio
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Morgan Stanley New York, NY1.25MShares$103 Million0.01% of portfolio
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Rmg Wealth Management LLC Platteville, WI1.08MShares$89.1 Million13.48% of portfolio
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Lpl Financial LLC Fort Mill, SC499KShares$41 Million0.01% of portfolio
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Means Investment Co., Inc.319KShares$26.2 Million2.43% of portfolio