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

Wealth Plan Partners, LLC

  • $966 Billion
  • Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 4,555 shares of REGL stock, worth $335,293. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,555
Previous 3,354 35.81%
Holding current value
$335,293
Previous $247 Million 45.02%
% of portfolio
0.04%
Previous 0.03%

Shares

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

May 07, 2024
BUY
$71.24 - $78.56 $85,559 - $94,350
1,201 Added 35.81%
4,555 $358 Million
Q4 2023

Jan 05, 2024
BUY
$63.72 - $74.22 $213,716 - $248,933
3,354 New
3,354 $247 Million
Q2 2023

Jul 31, 2023
SELL
$66.86 - $71.4 $69,066 - $73,756
-1,033 Reduced 39.11%
1,608 $113 Million
Q1 2023

May 10, 2023
SELL
$67.41 - $76.42 $599,477 - $679,603
-8,893 Reduced 77.1%
2,641 $187 Million
Q4 2022

Feb 16, 2023
BUY
$69.83 - $75.15 $83,726 - $90,104
1,199 Added 11.6%
11,534 $865 Million
Q1 2022

May 03, 2022
BUY
N/A
869 Added 9.18%
10,335 $714,000
Q4 2021

Feb 01, 2022
BUY
N/A
437 Added 4.84%
9,466 $672,000
Q3 2021

Dec 09, 2021
SELL
N/A
-1,476 Reduced 14.05%
9,029 $0
Q2 2021

Aug 19, 2021
SELL
N/A
-378 Reduced 3.47%
10,505 $763,000
Q1 2021

May 11, 2021
BUY
N/A
49 Added 0.45%
10,883 $802,000
Q4 2020

Feb 09, 2021
SELL
N/A
-1,680 Reduced 13.42%
10,834 $699,000
Q3 2020

Dec 18, 2020
SELL
N/A
-1,146 Reduced 8.39%
12,514 $739,000
Q2 2020

Aug 19, 2020
BUY
N/A
13,660 New
13,660 $773,000

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
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