Key Client Fiduciary Advisors, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Key Client Fiduciary Advisors, LLC
- $196 Million
- Q1 2025
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 3,428 shares of REGL stock, worth $274,959. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,428
Previous 2,957
15.93%
Holding current value
$274,959
Previous $238,000
15.13%
% of portfolio
0.14%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding REGL
# of Institutions
228Shares Held
14.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.44MShares$196 Million4.24% of portfolio
-
Morgan Stanley New York, NY2.31MShares$185 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA768KShares$61.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC694KShares$55.6 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL643KShares$51.6 Million0.02% of portfolio