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 UOCT
# of Institutions
81Shares Held
3.73MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL948KShares$35.4 Million4.39% of portfolio
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Raymond James Financial Inc St. Petersburg, FL356KShares$13.3 Million0.0% of portfolio
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Commonwealth Equity Services, LLC326KShares$12.2 Million0.02% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH203KShares$7.6 Million0.7% of portfolio
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Encompass More Asset Management Danville, CA128KShares$4.78 Million1.38% of portfolio