Intrepid Financial Planning Group LLC Proshares Tr S&P Midcap 400 Di Transaction History
Intrepid Financial Planning Group LLC
- $224 Million
- Q2 2025
A detailed history of Intrepid Financial Planning Group LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 14,264 shares of REGL stock, worth $1.22 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
14,264
Previous 14,054
1.49%
Holding current value
$1.22 Million
Previous $1.13 Million
2.65%
% of portfolio
0.52%
Previous 0.55%
Shares
7 transactions
Others Institutions Holding REGL
# of Institutions
252Shares Held
16.3MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.42MShares$207 Million3.29% of portfolio
-
Morgan Stanley New York, NY2.36MShares$201 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO883KShares$75.4 Million0.07% of portfolio
-
Benjamin Edwards Inc Clayton, MO757KShares$64.7 Million0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC710KShares$60.7 Million0.02% of portfolio