Wealth Trak Capital Management LLC Ishare Morningstar Mid Cap Gro Transaction History
Wealth Trak Capital Management LLC
- $116 Billion
- Q1 2025
A detailed history of Wealth Trak Capital Management LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 5,614 shares of IMCG stock, worth $403,141. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,614
Previous 5,860
4.2%
Holding current value
$403,141
Previous $443 Million
9.4%
% of portfolio
0.35%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding IMCG
# of Institutions
389Shares Held
22.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.01MShares$144 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$131 Million0.04% of portfolio
-
Morgan Stanley New York, NY971KShares$69.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL943KShares$67.7 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO727KShares$52.2 Million0.04% of portfolio