Hcr Wealth Advisors Proshares Tr S&P Midcap 400 Di Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$62.19 - $71.09 $3,109 - $3,554	-50 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$55.94 - $60.84 $2,797 - $3,042	50 New	50 $3,000

Others Institutions Holding REGL

# of Institutions

220

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Coldstream Capital Management Inc

2.35M
Shares

$206 Million
4.19% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$203 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

806K
Shares

$70.7 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

648K
Shares

$56.8 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

582K
Shares

$51 Million
0.04% of portfolio

About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
Sector ETFs
Industry ETFs

More about REGL

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