Capital Asset Advisory Services LLC Ishare Morningstar Mid Cap Gro Transaction History
Capital Asset Advisory Services LLC
- $2.41 Billion
- Q4 2025
A detailed history of Capital Asset Advisory Services LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 18,063 shares of IMCG stock, worth $1.45 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
18,063
Previous 17,391
3.86%
Holding current value
$1.45 Million
Previous $1.44 Million
0.56%
% of portfolio
0.06%
Previous 0.06%
Shares
16 transactions
Others Institutions Holding IMCG
# of Institutions
402Shares Held
27.2MCall Options Held
0Put Options Held
0-
Vantagepoint Investment Advisers LLC3.12MShares$250 Million2.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.29MShares$183 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.45MShares$116 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.04MShares$83.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1MShares$80.3 Million0.03% of portfolio