Number of Shares
2.51 Mil
Current Holdings Value*
$202.10 Mil
% of Portfolio
4.3%
Total Estimate Gain
$24.69 Mil
% of Total Estimate Gain
13.74%

COLDSTREAM CAPITAL MANAGEMENT INC's ProShares S&P MidCap 400 Div Aristocrats ETF Holding Summary

As of 2025-03-31, COLDSTREAM CAPITAL MANAGEMENT INC held 2.51 Mil shares of ProShares S&P MidCap 400 Div Aristocrats ETF(REGL), totaling $202.10 Mil. This investment constitutes 4.3% of their stock portfolio, and COLDSTREAM CAPITAL MANAGEMENT INC now holds 11.57% of the outstanding ProShares S&P MidCap 400 Div Aristocrats ETF(REGL) stock.

The initial trade took place in 2022Q2. And since then COLDSTREAM CAPITAL MANAGEMENT INC has made 11 purchases of REGL, at an average price of $71.68, for a total of 2.51 Mil shares. Based on historical transaction data and REGL's current price of $81.54, COLDSTREAM CAPITAL MANAGEMENT INC's estimated gain on his REGL holdings is $24.69 Mil, reflecting a 13.74% gain to date.

COLDSTREAM CAPITAL MANAGEMENT INC REGL ($81.54) Holding Chart

COLDSTREAM CAPITAL MANAGEMENT INC REGL ($81.54) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1