Dogwood Wealth Management LLC Proshares Tr S&P Midcap 400 Di Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
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 48,557 shares of REGL stock, worth $4.05 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
48,557
Previous 1,427
3302.73%
Holding current value
$4.05 Million
Previous $112 Million
3442.17%
% of portfolio
2.28%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding REGL
# of Institutions
224Shares Held
14.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.44MShares$203 Million4.24% of portfolio
-
Morgan Stanley New York, NY2.31MShares$192 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA768KShares$64 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC694KShares$57.8 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL643KShares$53.6 Million0.02% of portfolio