Tria Gen Wealth Management LLC Proshares Tr S&P Midcap 400 Di Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 4,165 shares of REGL stock, worth $337,073. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,165
Previous 4,165
-0.0%
Holding current value
$337,073
Previous $306,000
11.11%
% of portfolio
0.12%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding REGL
# of Institutions
222Shares Held
13.5MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.35MShares$190 Million4.19% of portfolio
-
Morgan Stanley New York, NY2.31MShares$187 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA806KShares$65.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC648KShares$52.5 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO582KShares$47.1 Million0.04% of portfolio