Minich Mac Gregor Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Minich Mac Gregor Wealth Management, LLC
- $444 Million
- Q3 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 214,081 shares of IBDT stock, worth $5.36 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
214,081
Previous 212,606
0.69%
Holding current value
$5.36 Million
Previous $5.27 Million
3.78%
% of portfolio
1.23%
Previous 1.34%
Shares
3 transactions
Others Institutions Holding IBDT
# of Institutions
299Shares Held
67MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$177 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$83.3 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.3 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.4 Million1.33% of portfolio