Modern Wealth Management, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Modern Wealth Management, LLC holds 38,269 shares of REGL stock, worth $3.08 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
38,269
Previous 36,204
5.7%
Holding current value
$3.08 Million
Previous $2.81 Billion
0.08%
% of portfolio
0.21%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding REGL
# of Institutions
219Shares Held
13.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.32MShares$186 Million0.01% of portfolio
-
Coldstream Capital Management Inc2.29MShares$184 Million4.13% of portfolio
-
Wells Fargo & Company San Francisco, CA893KShares$71.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$53.6 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO566KShares$45.5 Million0.04% of portfolio