Qtr Family Wealth, LLC Proshares Tr S&P Midcap 400 Di Transaction History

Qtr Family Wealth, LLC

$133 Billion
Q1 2025

A detailed history of Qtr Family Wealth, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Qtr Family Wealth, LLC holds 2,946 shares of REGL stock, worth $231,319. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,946

Holding current value

$231,319

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$78.12 - $83.7 $230,141 - $246,580	2,946 New	2,946 $238 Million

Others Institutions Holding REGL

# of Institutions

233

Shares Held

14.2M

Call Options Held

Put Options Held

Coldstream Capital Management Inc

2.51M
Shares

$197 Million
4.36% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$181 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

684K
Shares

$53.7 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

674K
Shares

$52.9 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

648K
Shares

$50.9 Million
0.02% of portfolio

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About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
Sector ETFs
Industry ETFs

More about REGL

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Qtr Family Wealth, LLC Proshares Tr S&P Midcap 400 Di Transaction History