Intrepid Financial Planning Group LLC Proshares Tr S&P Midcap 400 Di Transaction History
Intrepid Financial Planning Group LLC
- $206 Million
- Q1 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 14,054 shares of REGL stock, worth $1.14 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
14,054
Previous 14,159
0.74%
Holding current value
$1.14 Million
Previous $1.14 Million
0.79%
% of portfolio
0.55%
Previous 0.49%
Shares
6 transactions
Others Institutions Holding REGL
# of Institutions
239Shares Held
14.4MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.51MShares$203 Million4.36% of portfolio
-
Morgan Stanley New York, NY2.25MShares$182 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$55.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA674KShares$54.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL648KShares$52.5 Million0.02% of portfolio