Summit Financial Wealth Advisors, LLC Proshares Tr S&P Midcap 400 Di Call Options Transaction History

Summit Financial Wealth Advisors, LLC

$505 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

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