Ep Wealth Advisors, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,955 shares of REGL stock, worth $161,815. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,955
Previous 2,071
5.6%
Holding current value
$161,815
Previous $152,000
4.61%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding REGL
# of Institutions
222Shares Held
13.6MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.35MShares$194 Million4.19% of portfolio
-
Morgan Stanley New York, NY2.31MShares$191 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA806KShares$66.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC648KShares$53.7 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO582KShares$48.2 Million0.04% of portfolio