Heritage Wealth Management, Inc. Proshares Tr S&P Midcap 400 Di Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 6,734 shares of REGL stock, worth $556,026. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,734
Previous 6,767 0.49%
Holding current value
$556,026
Previous $552 Million 4.16%
% of portfolio
0.17%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$81.61 - $86.58 $2,693 - $2,857
-33 Reduced 0.49%
6,734 $575 Million
Q2 2025

Aug 14, 2025
BUY
$72.71 - $82.56 $11,051 - $12,549
152 Added 2.3%
6,767 $552 Million
Q4 2024

Feb 05, 2025
SELL
$80.18 - $88.79 $1,523 - $1,687
-19 Reduced 0.29%
6,615 $534 Million
Q3 2024

Oct 31, 2024
BUY
$72.52 - $82.35 $21,756 - $24,705
300 Added 4.74%
6,634 $543 Million
Q2 2024

Sep 09, 2024
BUY
$73.16 - $77.93 $463,395 - $493,608
6,334 New
6,334 $459 Million

Others Institutions Holding REGL

# of Institutions
254
Shares Held
16.1M
Call Options Held
2.4K
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
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