Capital Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History
Capital Wealth Management, LLC
- $241 Million
- Q1 2025
A detailed history of Capital Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Capital Wealth Management, LLC holds 161,446 shares of IMCG stock, worth $11 Million. This represents 4.79% of its overall portfolio holdings.
Number of Shares
161,446
Previous 156,090
3.43%
Holding current value
$11 Million
Previous $11.8 Million
2.18%
% of portfolio
4.79%
Previous 5.05%
Shares
23 transactions
Others Institutions Holding IMCG
# of Institutions
383Shares Held
21.1MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.39MShares$95.1 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.19MShares$81.1 Million0.04% of portfolio
-
Morgan Stanley New York, NY914KShares$62.3 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL904KShares$61.6 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$47.5 Million0.07% of portfolio