High Mark Wealth Management LLC Ishares Morningstar Mid Cap Et Transaction History
High Mark Wealth Management LLC
- $217 Million
- Q3 2025
A detailed history of High Mark Wealth Management LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, High Mark Wealth Management LLC holds 1,111 shares of IMCB stock, worth $90,657. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,111
Previous 1,297
14.34%
Holding current value
$90,657
Previous $103,000
10.68%
% of portfolio
0.04%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding IMCB
# of Institutions
217Shares Held
9.53MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.32MShares$108 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.27MShares$104 Million0.01% of portfolio
-
Rmg Wealth Management LLC Platteville, WI1.13MShares$92.2 Million13.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC472KShares$38.5 Million0.01% of portfolio
-
Means Investment Co., Inc.411KShares$33.5 Million3.04% of portfolio