Vital Stone Financial, LLC Proshares Tr S&P Midcap 400 Di Transaction History

Vital Stone Financial, LLC

$141 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 21, 2023	BUY	$66.86 - $71.4 $334 - $357	5 New	5 $0
Q4 2022 Jan 30, 2023	BUY	$65.53 - $75.15 $131 - $150	2 New	2 $0

Others Institutions Holding REGL

# of Institutions

222

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Coldstream Capital Management Inc

2.35M
Shares

$191 Million
4.19% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$188 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

806K
Shares

$65.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

648K
Shares

$52.8 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

582K
Shares

$47.4 Million
0.04% of portfolio

About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
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