Sound Income Strategies, LLC Proshares Tr S&P Midcap 400 Di Transaction History

Sound Income Strategies, LLC

$1.4 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$63.72 - $74.22 $21,664 - $25,234	340 New	340 $25,000

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

$187 Million
4.19% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$184 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

806K
Shares

$64.3 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

648K
Shares

$51.7 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

582K
Shares

$46.4 Million
0.04% of portfolio

About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
Sector ETFs
Industry ETFs

More about REGL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.