Spectrum Wealth Advisory Group, LLC Proshares Tr S&P Midcap 400 Di Call Options Transaction History

Spectrum Wealth Advisory Group, LLC

$178 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding REGL

# of Institutions

220

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Coldstream Capital Management Inc

2.35M
Shares

$206 Million
4.19% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$203 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

806K
Shares

$70.7 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

648K
Shares

$56.8 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

582K
Shares

$51 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 Spectrum Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Wealth Advisory Group, LLC with notifications on news.