Cascade Financial Partners, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 44,515 shares of REGL stock, worth $3.6 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
44,515
Previous 39,450
12.84%
Holding current value
$3.6 Million
Previous $2.9 Billion
25.64%
% of portfolio
0.46%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding REGL
# of Institutions
222Shares Held
13.5MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.35MShares$190 Million4.19% of portfolio
-
Morgan Stanley New York, NY2.31MShares$187 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA806KShares$65.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC648KShares$52.4 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO582KShares$47.1 Million0.04% of portfolio