Copia Wealth Management Proshares Tr S&P Midcap 400 Di Transaction History

Copia Wealth Management

$119 Billion
Q2 2025

A detailed history of Copia Wealth Management transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Copia Wealth Management holds 167 shares of REGL stock, worth $13,877. This represents 0.01% of its overall portfolio holdings.

Number of Shares

167

Holding current value

$13,877

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$72.71 - $82.56 $12,142 - $13,787	167 New	167 $13.6 Million

Others Institutions Holding REGL

# of Institutions

248

Shares Held

16.2M

Call Options Held

Put Options Held

Coldstream Capital Management Inc

2.42M
Shares

$201 Million
3.29% of portfolio
Morgan Stanley New York, NY

2.36M
Shares

$196 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

883K
Shares

$73.4 Million
0.07% of portfolio
Benjamin Edwards Inc Clayton, MO

739K
Shares

$61.4 Million
0.75% of portfolio
Lpl Financial LLC Fort Mill, SC

710K
Shares

$59 Million
0.02% of portfolio

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About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
Sector ETFs
Industry ETFs

More about REGL

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Copia Wealth Management Proshares Tr S&P Midcap 400 Di Transaction History