Minich Mac Gregor Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Minich Mac Gregor Wealth Management, LLC
- $392 Million
- Q2 2024
A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 254,041 shares of FV stock, worth $13.9 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
254,041
Previous 253,231
0.32%
Holding current value
$13.9 Million
Previous $14.5 Million
0.39%
% of portfolio
3.72%
Previous 3.74%
Shares
28 transactions
Others Institutions Holding FV
# of Institutions
310Shares Held
42.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.68MShares$365 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.21MShares$230 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$230 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.88MShares$157 Million0.26% of portfolio
-
Ubs Group Ag1.79MShares$97.6 Million0.03% of portfolio