United Capital Financial Advisers, LLC Proshares Tr S&P Midcap 400 Di Transaction History
United Capital Financial Advisers, LLC
- $11.7 Billion
- Q4 2024
Shares
5 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$186 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA768KShares$62 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC694KShares$55.9 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL643KShares$51.9 Million0.02% of portfolio