Wealth Plan Investment Management, LLC Proshares Tr S&P Midcap 400 Di Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 12,209 shares of REGL stock, worth $989,539. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,209
Previous 12,020 1.57%
Holding current value
$989,539
Previous $884,000 12.9%
% of portfolio
0.11%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$72.52 - $82.35 $13,706 - $15,564
189 Added 1.57%
12,209 $998,000
Q2 2024

Aug 09, 2024
BUY
$73.16 - $77.93 $28,093 - $29,925
384 Added 3.3%
12,020 $884,000
Q1 2024

May 16, 2024
SELL
$71.24 - $78.56 $13,891 - $15,319
-195 Reduced 1.65%
11,636 $914,000
Q4 2023

Jan 05, 2024
BUY
$63.72 - $74.22 $42,182 - $49,133
662 Added 5.93%
11,831 $870,000
Q3 2023

Nov 15, 2023
BUY
$66.59 - $73.45 $743,743 - $820,363
11,169 New
11,169 $745,000
Q2 2023

Aug 14, 2023
SELL
$66.86 - $71.4 $56.4 Million - $60.3 Million
-843,965 Reduced 99.46%
4,559 $320,000
Q2 2023

Jul 25, 2023
BUY
$66.86 - $71.4 $56.1 Million - $59.9 Million
838,469 Added 8338.83%
848,524 $59.6 Million
Q1 2023

May 08, 2023
SELL
$67.41 - $76.42 $97,474 - $110,503
-1,446 Reduced 12.57%
10,055 $711,000
Q4 2022

Feb 15, 2023
BUY
$65.53 - $75.15 $73,197 - $83,942
1,117 Added 10.76%
11,501 $822,000
Q3 2022

Dec 12, 2022
BUY
$64.43 - $74.92 $3,157 - $3,671
49 Added 0.47%
10,384 $755,000
Q1 2022

Sep 07, 2022
BUY
$69.11 - $74.12 $714,251 - $766,030
10,335 New
10,335 $714,000

Others Institutions Holding REGL

# of Institutions
222
Shares Held
13.5M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES TR S&P MIDCAP 400 DI

REGL Quotes by TradingView
  • Ticker REGL
  • Sector ETFs
  • Industry ETFs
More about REGL
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