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

Summit Wealth Partners, LLC

$524 Billion
Q2 2025

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 39,395 shares of REGL stock, worth $3.27 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

39,395

Previous 51,736 23.85%

Holding current value

$3.27 Million

Previous $4.17 Billion 23.02%

% of portfolio

0.61%

Previous 0.85%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$72.71 - $82.56 $897,314 - $1.02 Million	-12,341 Reduced 23.85%	39,395 $3.21 Billion
Q1 2025 May 06, 2025	SELL	$78.12 - $83.7 $324,276 - $347,438	-4,151 Reduced 7.43%	51,736 $4.17 Billion
Q4 2024 Jan 27, 2025	SELL	$80.18 - $88.79 $494,389 - $547,479	-6,166 Reduced 9.94%	55,887 $4.51 Billion
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

244

Shares Held

14.7M

Call Options Held

Put Options Held

View Full List

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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

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