Modern Wealth Management, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
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 77,207 shares of REGL stock, worth $6.37 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
77,207
Previous 63,315
21.94%
Holding current value
$6.37 Million
Previous $5.16 Million
127540.88%
% of portfolio
0.13%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding REGL
# of Institutions
254Shares Held
16.1MCall Options Held
2.4KPut Options Held
0-
Morgan Stanley New York, NY2.31MShares$191 Million0.01% of portfolio
-
Coldstream Capital Management Inc2.26MShares$186 Million2.68% of portfolio
-
Stifel Financial Corp St. Louis, MO875KShares$72.2 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC743KShares$61.3 Million0.02% of portfolio
-
Benjamin Edwards Inc Clayton, MO739KShares$61 Million0.75% of portfolio