Afg Fiduciary Services Limited Partnership Proshares Tr S&P Midcap 400 Di Transaction History

Afg Fiduciary Services Limited Partnership

$313 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$69.11 - $74.12 $297,242 - $318,790	-4,301 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$68.5 - $73.99 $294,618 - $318,230	4,301 New	4,301 $317,000

Others Institutions Holding REGL

# of Institutions

222

Shares Held

13.5M

Call Options Held

Put Options Held

Coldstream Capital Management Inc

2.35M
Shares

$190 Million
4.19% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$187 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

806K
Shares

$65.2 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

648K
Shares

$52.5 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

582K
Shares

$47.1 Million
0.04% of portfolio

View Full List

About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
Sector ETFs
Industry ETFs

More about REGL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Afg Fiduciary Services Limited Partnership, based on Form 13F filings with the SEC.

News

Stay updated on Afg Fiduciary Services Limited Partnership with notifications on news.

Account