Heritage Wealth Management, Inc. Proshares Tr S&P Midcap 400 Di Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
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 6,615 shares of REGL stock, worth $547,523. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,615
Previous 6,634
0.29%
Holding current value
$547,523
Previous $543 Million
1.65%
% of portfolio
0.18%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding REGL
# of Institutions
223Shares Held
14.3MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.35MShares$194 Million4.19% of portfolio
-
Morgan Stanley New York, NY2.31MShares$191 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA806KShares$66.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC648KShares$53.7 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL643KShares$53.3 Million0.02% of portfolio