Baystate Wealth Management LLC Ishare Morningstar Mid Cap Gro Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Baystate Wealth Management LLC holds 693 shares of IMCG stock, worth $53,679. This represents 0.0% of its overall portfolio holdings.
Number of Shares
693
Previous 689
0.58%
Holding current value
$53,679
Previous $39,000
12.82%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IMCG
# of Institutions
339Shares Held
17.1MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.21MShares$93.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC987KShares$76.4 Million0.03% of portfolio
-
Morgan Stanley New York, NY794KShares$61.5 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$53.9 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO603KShares$46.7 Million0.04% of portfolio