Modern Wealth Management, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Modern Wealth Management, LLC holds 42,206 shares of REGL stock, worth $3.42 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
42,206
Previous 38,269
10.29%
Holding current value
$3.42 Million
Previous $2.82 Billion
22.53%
% of portfolio
0.21%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding REGL
# of Institutions
222Shares Held
13.5MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.35MShares$190 Million4.19% of portfolio
-
Morgan Stanley New York, NY2.31MShares$187 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA806KShares$65.3 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC648KShares$52.5 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO582KShares$47.2 Million0.04% of portfolio