Minich Mac Gregor Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter 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 Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 212,606 shares of IBDT stock, worth $5.4 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
212,606
Previous 207,755
2.33%
Holding current value
$5.4 Million
Previous $5.18 Million
1.76%
% of portfolio
1.34%
Previous 1.34%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
289Shares Held
59.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$175 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$70.6 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$61.3 Million1.14% of portfolio
-
Capital Advisors Inc2.4MShares$60.9 Million1.25% of portfolio
-
Capital Investment Advisors, LLC2.39MShares$60.9 Million1.36% of portfolio