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 $5.44 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
62,053
Previous 67,889
8.6%
Holding current value
$5.44 Million
Previous $5 Billion
1.55%
% of portfolio
0.98%
Previous 1.04%
Shares
20 transactions
Others Institutions Holding REGL
# of Institutions
220Shares Held
13.5MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.35MShares$206 Million4.19% of portfolio
-
Morgan Stanley New York, NY2.31MShares$203 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA806KShares$70.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC648KShares$56.8 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO582KShares$51 Million0.04% of portfolio