Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MINICHMACGREGOR WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 104 | 391,753,207 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR NASDAQ 100 TECH IND | SHS | 51 | $4,984,577 | 26,040 | 0.00 | 0.00 | -1,500 | -5.45 | 03-31-2024 |
| PIMCO ETF TR | INV GRD CRP BD | 52 | $4,838,146 | 50,874 | 0.00 | 0.00 | 12,274 | 31.80 | 03-31-2024 |
| EQT CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 31,511 | 35.70 | 03-31-2024 |
| ISHARES TR | 1 3 YR TREAS BD | 54 | $3,753,272 | 46,143 | 0.00 | 0.00 | -2,072 | -4.30 | 03-31-2024 |
