Minich Mac Gregor Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Minich Mac Gregor Wealth Management, LLC
- $419 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding UDEC
# of Institutions
89Shares Held
5.45MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.37MShares$81.2 Million1.34% of portfolio
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Sovran Advisors, LLC San Diego, CA269KShares$9.22 Million1.17% of portfolio
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Tounjian Advisory Partners, LLC Fort Myers, FL222KShares$7.61 Million1.43% of portfolio
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Encompass More Asset Management Danville, CA163KShares$5.59 Million1.89% of portfolio
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Trek Financial, LLC Scottsdale, AZ134KShares$4.59 Million0.36% of portfolio