Wealth Plan Partners, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
A detailed history of Wealth Plan Partners, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 4,634 shares of REGL stock, worth $375,029. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,634
Previous 4,977
6.89%
Holding current value
$375,029
Previous $366 Million
3.44%
% of portfolio
0.05%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding REGL
# of Institutions
222Shares Held
13.5MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.35MShares$190 Million4.19% of portfolio
-
Morgan Stanley New York, NY2.31MShares$187 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA806KShares$65.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC648KShares$52.5 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO582KShares$47.1 Million0.04% of portfolio