Ford Financial Group, LLC Proshares Tr S&P Midcap 400 Di Transaction History

Ford Financial Group, LLC

$2.36 Billion
Q1 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 13, 2022	SELL	$69.11 - $74.12 $173,120 - $185,670	-2,505 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$68.5 - $73.99 $171,592 - $185,344	2,505 New	2,505 $184,000
Q3 2021 Nov 05, 2021	SELL	$67.58 - $72.75 $169,287 - $182,238	-2,505 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$69.9 - $74.76 $175,099 - $187,273	2,505 New	2,505 $178,000
Q1 2021 May 04, 2021	SELL	$62.19 - $71.09 $219,157 - $250,521	-3,524 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$53.18 - $63.33 $187,406 - $223,174	3,524 New	3,524 $221,000
Q3 2020 Oct 15, 2020	SELL	$50.83 - $56.94 $203,574 - $228,044	-4,005 Closed	0 $0
Q2 2020 Jul 16, 2020	BUY	$42.21 - $58.1 $169,051 - $232,690	4,005 New	4,005 $210,000

Others Institutions Holding REGL

# of Institutions

222

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Coldstream Capital Management Inc

2.35M
Shares

$190 Million
4.19% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$187 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

806K
Shares

$65.2 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

648K
Shares

$52.5 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

582K
Shares

$47.1 Million
0.04% of portfolio

About PROSHARES TR S&P MIDCAP 400 DI

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