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

Wealth Plan Investment Management, LLC

$614 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding REGL

# of Institutions

218

Shares Held

13.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.32M
Shares

$188 Million
0.01% of portfolio
Coldstream Capital Management Inc

2.29M
Shares

$186 Million
4.13% of portfolio
Wells Fargo & Company San Francisco, CA

893K
Shares

$72.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

667K
Shares

$54.2 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

566K
Shares

$46.1 Million
0.04% of portfolio

About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
Sector ETFs
Industry ETFs

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