Mark Sheptoff Financial Planning, LLC Proshares Tr S&P Midcap 400 Di Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$67.41 - $76.42 $5,729 - $6,495	85 New	85 $6,000

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

$207 Million
4.19% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$204 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

806K
Shares

$71 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

648K
Shares

$57.1 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

582K
Shares

$51.2 Million
0.04% of portfolio

About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
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