Tria Gen Wealth Management LLC Proshares Tr S&P Midcap 400 Di Transaction History
Tria Gen Wealth Management LLC
- $277 Million
- Q4 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 4,165 shares of REGL stock, worth $336,448. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,165
Previous 4,165
-0.0%
Holding current value
$336,448
Previous $340,000
1.47%
% of portfolio
0.12%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding REGL
# of Institutions
227Shares Held
14.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.44MShares$197 Million4.24% of portfolio
-
Morgan Stanley New York, NY2.31MShares$187 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA768KShares$62.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC694KShares$56 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL643KShares$52 Million0.02% of portfolio