Modern Wealth Management, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 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 58,980 shares of REGL stock, worth $4.67 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
58,980
Previous 42,206
39.74%
Holding current value
$4.67 Million
Previous $3.45 Billion
39.42%
% of portfolio
0.17%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding REGL
# of Institutions
226Shares Held
14.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.44MShares$193 Million4.24% of portfolio
-
Morgan Stanley New York, NY2.31MShares$183 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA768KShares$60.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC694KShares$54.9 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL643KShares$50.9 Million0.02% of portfolio