Corient Private Wealth LLC
Position in REGL — ProShares S&P MidCap 400 Dividend Aristocrats ETF
CIK 1948780
MIAMI, FL
All Filings in REGL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 REGL | $333,681 | 3,644 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 REGL | $302,435 | 3,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 REGL | $306,897 | 3,644 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 REGL | $285,376 | 3,344 | Shares | Other | 2025-11-14 | |
| 2025-06-30 REGL | $297,113 | 3,644 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 REGL | $422,928 | 5,244 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 REGL | $451,211 | 5,594 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 REGL | $402,766 | 4,925 | Shares | Sole | 2024-11-12 | |
| 2023-03-31 REGL | $498,221 | 7,042 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||