Ep Wealth Advisors, LLC Proshares Tr S&P Midcap 400 Di Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,563 shares of REGL stock, worth $129,885. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,563
Previous 2,034 23.16%
Holding current value
$129,885
Previous $164,000 22.56%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$72.71 - $82.56 $34,246 - $38,885
-471 Reduced 23.16%
1,563 $127,000
Q1 2025

May 15, 2025
BUY
$78.12 - $83.7 $25,389 - $27,202
325 Added 19.02%
2,034 $164,000
Q4 2024

Feb 13, 2025
SELL
$80.18 - $88.79 $19,724 - $21,842
-246 Reduced 12.58%
1,709 $137,000
Q3 2024

Nov 14, 2024
SELL
$72.52 - $82.35 $8,412 - $9,552
-116 Reduced 5.6%
1,955 $159,000
Q2 2024

Aug 19, 2024
SELL
$73.16 - $77.93 $5,267 - $5,610
-72 Reduced 3.36%
2,071 $152,000
Q1 2024

May 14, 2024
BUY
$71.24 - $78.56 $152,667 - $168,354
2,143 New
2,143 $168,000

Others Institutions Holding REGL

# of Institutions
248
Shares Held
16.2M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES TR S&P MIDCAP 400 DI

REGL Quotes by TradingView
  • Ticker REGL
  • Sector ETFs
  • Industry ETFs
More about REGL
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email