Portside Wealth Group, LLC Ishares Morningstar Mid Cap Et Transaction History
Portside Wealth Group, LLC
- $586 Billion
- Q3 2024
A detailed history of Portside Wealth Group, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Portside Wealth Group, LLC holds 25,195 shares of IMCB stock, worth $1.95 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
25,195
Previous 22,660
11.19%
Holding current value
$1.95 Million
Previous $1.59 Billion
20.59%
% of portfolio
0.33%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding IMCB
# of Institutions
195Shares Held
7.2MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.18MShares$91.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY916KShares$71.1 Million0.01% of portfolio
-
Townsquare Capital LLC562KShares$43.6 Million0.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC410KShares$31.8 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC375KShares$29.1 Million0.04% of portfolio