Acorn Wealth Advisors, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Acorn Wealth Advisors, LLC
- $222 Million
- Q1 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 9,410 shares of REGL stock, worth $762,680. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,410
Previous 10,754
12.5%
Holding current value
$762,680
Previous $867,000
12.57%
% of portfolio
0.34%
Previous 0.38%
Shares
30 transactions
Others Institutions Holding REGL
# of Institutions
239Shares Held
14.4MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.51MShares$203 Million4.36% of portfolio
-
Morgan Stanley New York, NY2.25MShares$182 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$55.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA674KShares$54.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL648KShares$52.5 Million0.02% of portfolio