Sky Oak Wealth, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Sky Oak Wealth, LLC
- $465 Million
- Q4 2024
A detailed history of Sky Oak Wealth, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 2,819 shares of REGL stock, worth $229,974. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,819
Previous 2,556
10.29%
Holding current value
$229,974
Previous $209,000
8.61%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding REGL
# of Institutions
226Shares Held
14.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.44MShares$199 Million4.24% of portfolio
-
Morgan Stanley New York, NY2.31MShares$188 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA768KShares$62.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC694KShares$56.6 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL643KShares$52.5 Million0.02% of portfolio