Harvest Group Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 66,144 shares of IMCG stock, worth $5.12 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
66,144
Previous 61,641
7.31%
Holding current value
$5.12 Million
Previous $3.32 Million
14.63%
% of portfolio
2.48%
Previous 2.29%
Shares
5 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$46.8 Million0.04% of portfolio