Minich Mac Gregor Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Minich Mac Gregor Wealth Management, LLC
- $457 Million
- Q4 2024
A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 220,248 shares of IBDT stock, worth $5.53 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
220,248
Previous 214,081
2.88%
Holding current value
$5.53 Million
Previous $5.47 Million
0.35%
% of portfolio
1.2%
Previous 1.23%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
339Shares Held
77.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$193 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$89.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$69.9 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$67.7 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$53.9 Million0.02% of portfolio