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
111Shares Held
9.42MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.4MShares$88.8 Million1.32% of portfolio
-
Talon Private Wealth, LLC The Villages, FL951KShares$35.2 Million4.38% of portfolio
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Altfest L J & CO Inc623KShares$23 Million3.29% of portfolio
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Commonwealth Equity Services, LLC410KShares$15.2 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL385KShares$14.2 Million0.01% of portfolio