Lake Street Financial LLC Proshares Tr S&P Midcap 400 Di Transaction History

Lake Street Financial LLC

$600 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	BUY	$71.24 - $78.56 $188,216 - $207,555	2,642 New	2,642 $207,000
Q2 2019 Jul 29, 2019	SELL	N/A	-4,050 Closed	0 $0
Q1 2019 Apr 11, 2019	BUY	N/A	4,050 New	4,050 $228,000

Others Institutions Holding REGL

# of Institutions

222

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Coldstream Capital Management Inc

2.35M
Shares

$191 Million
4.19% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$188 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

806K
Shares

$65.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

648K
Shares

$52.8 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

582K
Shares

$47.4 Million
0.04% of portfolio

About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
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