Captrust Financial Advisors Proshares Tr S&P Midcap 400 Di Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
Shares
11 transactions
Others Institutions Holding REGL
# of Institutions
222Shares Held
13.5MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.35MShares$190 Million4.19% of portfolio
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Morgan Stanley New York, NY2.31MShares$187 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA806KShares$65.2 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC648KShares$52.5 Million0.02% of portfolio
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Northwestern Mutual Wealth Management CO582KShares$47.1 Million0.04% of portfolio