Cascade Financial Partners, LLC Proshares Tr S&P Midcap 400 Di Transaction History

Cascade Financial Partners, LLC

$767 Billion
Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 47,003 shares of REGL stock, worth $3.92 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

47,003

Previous 44,515 5.59%

Holding current value

$3.92 Million

Previous $3.65 Billion 3.91%

% of portfolio

0.49%

Previous 0.46%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$80.18 - $88.79 $199,487 - $220,909	2,488 Added 5.59%	47,003 $3.79 Billion
Q3 2024 Oct 24, 2024	BUY	$72.52 - $82.35 $367,313 - $417,102	5,065 Added 12.84%	44,515 $3.65 Billion
Q2 2024 Jul 31, 2024	BUY	$73.16 - $77.93 $1 Million - $1.07 Million	13,680 Added 53.08%	39,450 $2.9 Billion
Q1 2024 May 14, 2024	BUY	$71.24 - $78.56 $1.84 Million - $2.02 Million	25,770 New	25,770 $1.93 Billion

Others Institutions Holding REGL

# of Institutions

226

Shares Held

14.2M

Call Options Held

Put Options Held

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About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
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Cascade Financial Partners, LLC Proshares Tr S&P Midcap 400 Di Transaction History