Summit Wealth Partners, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 55,887 shares of REGL stock, worth $4.59 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
55,887
Previous 62,053
9.94%
Holding current value
$4.59 Million
Previous $5.07 Billion
11.17%
% of portfolio
0.93%
Previous 0.98%
Shares
21 transactions
Others Institutions Holding REGL
# of Institutions
225Shares Held
14.3MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.44MShares$200 Million4.24% of portfolio
-
Morgan Stanley New York, NY2.31MShares$190 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA768KShares$63.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC694KShares$56.9 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL643KShares$52.8 Million0.02% of portfolio