Triad Wealth Partners, LLC Ishares Morningstar Mid Cap Et Transaction History

Triad Wealth Partners, LLC

$191 Billion
Q2 2024

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 114 shares of IMCB stock, worth $8,300. This represents 0.0% of its overall portfolio holdings.

Number of Shares

114

Holding current value

$8,300

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$68.23 - $72.35 $7,778 - $8,247	114 New	114 $7.99 Million

Others Institutions Holding IMCB

# of Institutions

186

Shares Held

7.04M

Call Options Held

Put Options Held

Ubs Group Ag

1.17M
Shares

$84.8 Million
0.02% of portfolio
Morgan Stanley New York, NY

913K
Shares

$66.5 Million
0.01% of portfolio
Townsquare Capital LLC

523K
Shares

$38.1 Million
0.51% of portfolio
Lpl Financial LLC Fort Mill, SC

426K
Shares

$31 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

388K
Shares

$28.2 Million
0.04% of portfolio

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About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
Sector ETFs
Industry ETFs

More about IMCB

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Triad Wealth Partners, LLC Ishares Morningstar Mid Cap Et Transaction History