Modern Wealth Management, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
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 59,074 shares of REGL stock, worth $4.79 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
59,074
Previous 58,877
0.33%
Holding current value
$4.79 Million
Previous $4.75 Billion
99.9%
% of portfolio
0.16%
Previous 0.15%
Shares
14 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