Summit Wealth Partners, LLC Proshares Tr S&P Midcap 400 Di Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 62,053 shares of REGL stock, worth $5.25 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
62,053
Previous 67,889 8.6%
Holding current value
$5.25 Million
Previous $5 Billion 1.55%
% of portfolio
0.98%
Previous 1.04%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$72.52 - $82.35 $423,226 - $480,594
-5,836 Reduced 8.6%
62,053 $5.07 Billion
Q2 2024

Sep 11, 2024
SELL
$73.16 - $77.93 $1.28 Million - $1.36 Million
-17,438 Reduced 20.44%
67,889 $5 Billion
Q1 2024

Sep 11, 2024
SELL
$71.24 - $78.56 $713,753 - $787,092
-10,019 Reduced 10.51%
85,327 $6.7 Billion
Q4 2023

Sep 11, 2024
SELL
$63.72 - $74.22 $650,644 - $757,860
-10,211 Reduced 9.67%
95,346 $7.01 Billion
Q3 2023

Sep 11, 2024
BUY
$66.59 - $73.45 $208,426 - $229,898
3,130 Added 3.06%
105,557 $7.04 Billion
Q2 2023

Sep 11, 2024
SELL
$66.86 - $71.4 $41,319 - $44,125
-618 Reduced 0.6%
102,427 $7.2 Billion
Q1 2023

Sep 11, 2024
SELL
$67.41 - $76.42 $330,376 - $374,534
-4,901 Reduced 4.54%
103,045 $7.29 Billion
Q4 2022

Sep 11, 2024
BUY
$65.53 - $75.15 $106,682 - $122,344
1,628 Added 1.53%
107,946 $7.72 Billion
Q3 2022

Sep 11, 2024
SELL
$64.43 - $74.92 $185,300 - $215,469
-2,876 Reduced 2.63%
106,318 $6.85 Billion
Q2 2022

Sep 11, 2024
SELL
$65.1 - $73.72 $739,601 - $837,532
-11,361 Reduced 9.42%
109,194 $7.37 Billion
Q1 2022

Sep 11, 2024
SELL
$69.11 - $74.12 $250,869 - $269,055
-3,630 Reduced 2.92%
120,555 $8.71 Billion
Q4 2021

Sep 10, 2024
BUY
$68.5 - $73.99 $259,683 - $280,496
3,791 Added 3.15%
124,185 $9.16 Billion
Q3 2021

Sep 10, 2024
BUY
$67.58 - $72.75 $443,459 - $477,385
6,562 Added 5.76%
120,394 $8.16 Billion
Q2 2021

Sep 10, 2024
BUY
$69.9 - $74.76 $172,792 - $184,806
2,472 Added 2.22%
113,832 $8.12 Billion
Q1 2021

Sep 10, 2024
BUY
$62.19 - $71.09 $458,402 - $524,004
7,371 Added 7.09%
111,360 $7.76 Billion
Q4 2020

Sep 10, 2024
BUY
$53.18 - $63.33 $536,692 - $639,126
10,092 Added 10.75%
103,989 $6.54 Billion
Q3 2020

Sep 10, 2024
SELL
$50.83 - $56.94 $278,751 - $312,258
-5,484 Reduced 5.52%
93,897 $4.98 Billion
Q2 2020

Sep 10, 2024
SELL
$42.21 - $58.1 $382,169 - $526,037
-9,054 Reduced 8.35%
99,381 $5.23 Billion
Q1 2020

Sep 10, 2024
BUY
$38.94 - $61.2 $37,343 - $58,690
959 Added 0.89%
108,435 $4.88 Billion
Q4 2019

Sep 09, 2024
BUY
$55.94 - $60.84 $6.01 Million - $6.54 Million
107,476 New
107,476 $6.47 Billion

Others Institutions Holding REGL

# of Institutions
218
Shares Held
13.6M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES TR S&P MIDCAP 400 DI

REGL Quotes by TradingView
  • Ticker REGL
  • Sector ETFs
  • Industry ETFs
More about REGL
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