Leo Wealth, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 2024
Shares
3 transactions
Others Institutions Holding REGL
# of Institutions
221Shares Held
13.6MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.35MShares$193 Million4.19% of portfolio
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Morgan Stanley New York, NY2.31MShares$190 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA806KShares$66.4 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC648KShares$53.4 Million0.02% of portfolio
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Northwestern Mutual Wealth Management CO582KShares$47.9 Million0.04% of portfolio