Tria Gen Wealth Management LLC Proshares Tr S&P Midcap 400 Di Transaction History

Tria Gen Wealth Management LLC

  • $221 Million
  • Q1 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 $315,457. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,165
Previous 3,923 6.17%
Holding current value
$315,457
Previous $288,000 13.54%
% of portfolio
0.15%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$71.24 - $78.56 $17,240 - $19,011
242 Added 6.17%
4,165 $327,000
Q4 2023

Jan 22, 2024
SELL
$63.72 - $74.22 $31,860 - $37,110
-500 Reduced 11.3%
3,923 $288,000
Q2 2023

Aug 08, 2023
SELL
$66.86 - $71.4 $20,793 - $22,205
-311 Reduced 6.57%
4,423 $310,000
Q1 2023

Apr 24, 2023
BUY
$67.41 - $76.42 $3,640 - $4,126
54 Added 1.15%
4,734 $334,000
Q4 2022

Feb 09, 2023
BUY
$69.83 - $75.15 $77,581 - $83,491
1,111 Added 31.13%
4,680 $334,000
Q4 2020

Feb 02, 2021
BUY
N/A
3,569 New
3,569 $224,000

Others Institutions Holding REGL

# of Institutions
221
Shares Held
14M
Call Options Held
10.7K
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
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email