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 UFEB
# of Institutions
95Shares Held
6.99MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.73MShares$62.1 Million0.9% of portfolio
-
Talon Private Wealth, LLC The Villages, FL1.01MShares$36.3 Million4.79% of portfolio
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High Tower Advisors, LLC Chicago, IL969KShares$34.7 Million0.04% of portfolio
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Kfg Wealth Management, LLC Granger, IN435KShares$15.6 Million3.44% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ161KShares$5.77 Million0.01% of portfolio