Wt Wealth Management Proshares Tr S&P Midcap 400 Di Transaction History
Wt Wealth Management
- $240 Million
- Q4 2023
Shares
3 transactions
Others Institutions Holding REGL
# of Institutions
221Shares Held
14MCall Options Held
10.7KPut Options Held
0-
Morgan Stanley New York, NY2.37MShares$172 Million0.02% of portfolio
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Coldstream Capital Management Inc2.16MShares$157 Million4.33% of portfolio
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Wells Fargo & Company San Francisco, CA878KShares$63.7 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC679KShares$49.2 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC601KShares$43.6 Million0.0% of portfolio