Key Client Fiduciary Advisors, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Key Client Fiduciary Advisors, LLC
- $203 Million
- Q4 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 2,957 shares of REGL stock, worth $244,750. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,957
Previous 2,761
7.1%
Holding current value
$244,750
Previous $225,000
5.78%
% of portfolio
0.12%
Previous 0.11%
Shares
2 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