Core Wealth Advisors, Inc. Proshares Tr S&P Midcap 400 Di Transaction History
Core Wealth Advisors, Inc.
- $357 Million
- Q3 2025
A detailed history of Core Wealth Advisors, Inc. transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 12,691 shares of REGL stock, worth $1.05 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
12,691
Previous 12,176
4.23%
Holding current value
$1.05 Million
Previous $992,000
9.17%
% of portfolio
0.3%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding REGL
# of Institutions
253Shares Held
16.1MCall Options Held
2.4KPut Options Held
0-
Morgan Stanley New York, NY2.31MShares$191 Million0.01% of portfolio
-
Coldstream Capital Management Inc2.26MShares$186 Million2.68% of portfolio
-
Stifel Financial Corp St. Louis, MO875KShares$72.2 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC743KShares$61.3 Million0.02% of portfolio
-
Benjamin Edwards Inc Clayton, MO739KShares$61 Million0.75% of portfolio