Summit Wealth Group LLC / CO Ishare Morningstar Mid Cap Gro Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 37,304 shares of IMCG stock, worth $3.05 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
37,304Holding current value
$3.05 Million% of portfolio
0.75%Shares
1 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
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Ameriprise Financial Inc Minneapolis, MN1.49MShares$121 Million0.03% of portfolio
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Morgan Stanley New York, NY1.01MShares$82.8 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL973KShares$79.4 Million0.03% of portfolio
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Northwestern Mutual Wealth Management CO782KShares$63.8 Million0.05% of portfolio