Minich Mac Gregor Wealth Management, LLC Ishares Ibonds Dec 2024 Term C Transaction History
Minich Mac Gregor Wealth Management, LLC
- $392 Million
- Q2 2024
A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 299,509 shares of IBDP stock, worth $7.52 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
299,509
Previous 282,858
5.89%
Holding current value
$7.52 Million
Previous $7.09 Million
6.22%
% of portfolio
1.92%
Previous 1.83%
Shares
9 transactions
Others Institutions Holding IBDP
# of Institutions
383Shares Held
75MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.15MShares$154 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.11MShares$78.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.85MShares$71.7 Million1.31% of portfolio
-
Ubs Group Ag2.84MShares$71.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$48.3 Million0.02% of portfolio