Minich Mac Gregor Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Minich Mac Gregor Wealth Management, LLC
- $439 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding UDEC
# of Institutions
124Shares Held
9.34MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.4MShares$91.3 Million1.32% of portfolio
-
Talon Private Wealth, LLC The Villages, FL958KShares$36.5 Million4.81% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL461KShares$17.5 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC410KShares$15.6 Million0.02% of portfolio
-
Richard P Slaughter Associates Inc377KShares$14.3 Million3.73% of portfolio