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

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 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 44,515 shares of REGL stock, worth $3.75 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
44,515
Previous 39,450 12.84%
Holding current value
$3.75 Million
Previous $2.9 Billion 25.64%
% of portfolio
0.46%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
220
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES TR S&P MIDCAP 400 DI

REGL Quotes by TradingView
  • Ticker REGL
  • Sector ETFs
  • Industry ETFs
More about REGL
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email