Connecticut Wealth Management, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Connecticut Wealth Management, LLC
- $1.88 Billion
- Q1 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 113,653 shares of REGL stock, worth $8.37 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
113,653
Previous 116,097
2.11%
Holding current value
$8.37 Million
Previous $8.54 Million
4.53%
% of portfolio
0.48%
Previous 0.49%
Shares
5 transactions
Others Institutions Holding REGL
# of Institutions
221Shares Held
14MCall Options Held
10.7KPut Options Held
0-
Morgan Stanley New York, NY2.37MShares$175 Million0.02% of portfolio
-
Coldstream Capital Management Inc2.16MShares$159 Million4.33% of portfolio
-
Wells Fargo & Company San Francisco, CA878KShares$64.6 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC679KShares$50 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC601KShares$44.3 Million0.0% of portfolio