Heritage Wealth Management, Inc. Proshares Tr S&P Midcap 400 Di Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 6,634 shares of REGL stock, worth $584,123. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,634
Previous 6,334
4.74%
Holding current value
$584,123
Previous $459 Million
18.11%
% of portfolio
0.18%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding REGL
# of Institutions
222Shares Held
13.5MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.35MShares$207 Million4.19% of portfolio
-
Morgan Stanley New York, NY2.31MShares$204 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA806KShares$71 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC648KShares$57.1 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO582KShares$51.2 Million0.04% of portfolio