Minich Mac Gregor Wealth Management, LLC Ishares Agency Bond ETF Transaction History

Minich Mac Gregor Wealth Management, LLC

$444 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Jul 03, 2018	SELL	N/A	-82 Closed	0 $0
Q1 2016 Jun 28, 2018	BUY	N/A	82	82 $9,000

Others Institutions Holding AGZ

# of Institutions

151

Shares Held

4.8M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

752K
Shares

$81.3 Million
10.39% of portfolio
Stifel Financial Corp St. Louis, MO

352K
Shares

$38 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

314K
Shares

$33.9 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

211K
Shares

$22.8 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.3 Million
0.01% of portfolio

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.