Core Wealth Advisors, Inc. Proshares Tr S&P Midcap 400 Di Transaction History
Core Wealth Advisors, Inc.
- $329 Million
- Q2 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 12,176 shares of REGL stock, worth $1.04 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
12,176
Previous 10,697
13.83%
Holding current value
$1.04 Million
Previous $862,000
15.08%
% of portfolio
0.3%
Previous 0.29%
Shares
10 transactions
Others Institutions Holding REGL
# of Institutions
251Shares Held
16.3MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.42MShares$207 Million3.29% of portfolio
-
Morgan Stanley New York, NY2.36MShares$202 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO883KShares$75.6 Million0.07% of portfolio
-
Benjamin Edwards Inc Clayton, MO757KShares$64.9 Million0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC710KShares$60.8 Million0.02% of portfolio