Wr Wealth Planners, LLC Ishare Morningstar Mid Cap Gro Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 14,174 shares of IMCG stock, worth $1.09 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
14,174
Previous 13,870
2.19%
Holding current value
$1.09 Million
Previous $939,000
10.12%
% of portfolio
0.3%
Previous 0.3%
Shares
8 transactions
Others Institutions Holding IMCG
# of Institutions
322Shares Held
17MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.05MShares$81 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC987KShares$76.1 Million0.03% of portfolio
-
Morgan Stanley New York, NY920KShares$71 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO722KShares$55.7 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$53.6 Million0.07% of portfolio