Warren Averett Asset Management, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 3,901 shares of REGL stock, worth $322,105. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,901
Previous 3,901
-0.0%
Holding current value
$322,105
Previous $318,000
4.4%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding REGL
# of Institutions
255Shares Held
16MCall 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