Heritage Wealth Management, Inc. Proshares Tr S&P Midcap 400 Di Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 6,615 shares of REGL stock, worth $545,076. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,615
Previous 6,634
0.29%
Holding current value
$545,076
Previous $543 Million
1.65%
% of portfolio
0.18%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding REGL
# of Institutions
224Shares Held
14.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.44MShares$201 Million4.24% of portfolio
-
Morgan Stanley New York, NY2.31MShares$190 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA768KShares$63.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC694KShares$57.2 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL643KShares$53 Million0.02% of portfolio