Wealth Plan Partners, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Wealth Plan Partners, LLC
- $591 Million
- Q3 2025
A detailed history of Wealth Plan Partners, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 4,144 shares of REGL stock, worth $342,170. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,144
Previous 3,916
5.82%
Holding current value
$342,170
Previous $319,000
10.66%
% of portfolio
0.06%
Previous 0.06%
Shares
19 transactions
Others Institutions Holding REGL
# of Institutions
254Shares Held
16.1MCall Options Held
2.4KPut Options Held
0-
Morgan Stanley New York, NY2.31MShares$191 Million0.01% of portfolio
-
Coldstream Capital Management Inc2.26MShares$186 Million2.68% of portfolio
-
Stifel Financial Corp St. Louis, MO875KShares$72.2 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC743KShares$61.3 Million0.02% of portfolio
-
Benjamin Edwards Inc Clayton, MO739KShares$61 Million0.75% of portfolio