Avaii Wealth Management, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Avaii Wealth Management, LLC
- $182 Million
- Q4 2024
A detailed history of Avaii Wealth Management, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 2,502 shares of REGL stock, worth $203,612. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,502
Previous 5,170
51.61%
Holding current value
$203,612
Previous $422,000
52.37%
% of portfolio
0.11%
Previous 0.24%
Shares
12 transactions
Others Institutions Holding REGL
# of Institutions
223Shares Held
14.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.44MShares$199 Million4.24% of portfolio
-
Morgan Stanley New York, NY2.31MShares$188 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA768KShares$62.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC694KShares$56.4 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL643KShares$52.4 Million0.02% of portfolio