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Proshares Tr mdcp 400 divid shares owned by Pathstone Family Office

Quarter-by-quarter ownership of Proshares Tr mdcp 400 divid (REGL) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office investment in Proshares Tr mdcp 400 divid

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr mdcp 400 divid held by Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr mdcp 400 divid by Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.9M 73k 66.74
2023-06-30 $5.1M 73k 70.27
2023-03-31 $5.1M 73k 70.75
2022-12-31 $5.2M 73k 71.55

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

Top funds holding Proshares Tr mdcp 400 divid

Coldstream Capital Management
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Baird Financial
Advisor Group Holdings
Toth Financial Advisory Corporation
Jpmorgan Chase & Co
Gail Mannix
Raymond James & Associates
Connecticut Wealth Management
Stifel Financial

View all funds holding Proshares Tr mdcp 400 divid