Minich Mac Gregor Wealth Management, LLC Ishares Tr Us Broker Dealers & Transaction History
Minich Mac Gregor Wealth Management, LLC
- $457 Million
- Q4 2024
A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 79,781 shares of IAI stock, worth $11.8 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
79,781
Previous 81,610
2.24%
Holding current value
$11.8 Million
Previous $10.5 Million
9.58%
% of portfolio
2.51%
Previous 2.36%
Shares
25 transactions
Others Institutions Holding IAI
# of Institutions
195Shares Held
10.5MCall Options Held
26.7KPut Options Held
7.1K-
Envestnet Asset Management Inc1.2MShares$176 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.14MShares$167 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL880KShares$130 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL872KShares$128 Million0.05% of portfolio
-
Janney Montgomery Scott LLC765KShares$113 Million0.31% of portfolio