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

220

Shares Held

13.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.31M
Shares

$195 Million
0.01% of portfolio
Coldstream Capital Management Inc

2.29M
Shares

$193 Million
4.13% of portfolio
Wells Fargo & Company San Francisco, CA

806K
Shares

$68 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

648K
Shares

$54.7 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

582K
Shares

$49.1 Million
0.04% of portfolio

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About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
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