Dogwood Wealth Management LLC Proshares Tr S&P Midcap 400 Di Transaction History
Dogwood Wealth Management LLC
- $220 Billion
- Q3 2025
A detailed history of Dogwood Wealth Management LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 73,949 shares of REGL stock, worth $6.11 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
73,949
Previous 67,009
10.36%
Holding current value
$6.11 Million
Previous $5.58 Billion
13.18%
% of portfolio
2.87%
Previous 2.72%
Shares
8 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
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Stifel Financial Corp St. Louis, MO875KShares$72.2 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC743KShares$61.3 Million0.02% of portfolio
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Benjamin Edwards Inc Clayton, MO739KShares$61 Million0.75% of portfolio