Wealthsource Partners, LLC Ishare Morningstar Mid Cap Gro Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
4 transactions
Others Institutions Holding IMCG
# of Institutions
404Shares Held
26.2MCall Options Held
0Put Options Held
0-
Vantagepoint Investment Advisers LLC3.12MShares$253 Million2.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.13MShares$173 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$82.3 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL973KShares$78.8 Million0.03% of portfolio