Falcon Wealth Planning Ishare Morningstar Mid Cap Gro Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Falcon Wealth Planning holds 8,003 shares of IMCG stock, worth $593,022. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,003
Previous 8,004
0.01%
Holding current value
$593,022
Previous $542,000
7.56%
% of portfolio
0.07%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding IMCG
# of Institutions
321Shares Held
16.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.05MShares$77.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY920KShares$68.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC917KShares$67.9 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO722KShares$53.5 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$51.6 Million0.07% of portfolio