Kerntke Otto McGlone Wealth Management Group REGL Holdings History
Kerntke Otto McGlone Wealth Management Group's ProShares S&P MidCap 400 Div Aristocrats ETF Holding Summary
As of 2025-06-30, Kerntke Otto McGlone Wealth Management Group held 38,463.00 shares of ProShares S&P MidCap 400 Div Aristocrats ETF(REGL), totaling $3.14 Mil. This investment constitutes 2.49% of their stock portfolio, and Kerntke Otto McGlone Wealth Management Group now holds 0.18% of the outstanding ProShares S&P MidCap 400 Div Aristocrats ETF(REGL) stock.
The initial trade took place in 2022Q4. And since then Kerntke Otto McGlone Wealth Management Group has made 8 purchases of REGL, at an average price of $72.91, for a total of 57,453.00 shares. In addition, there have been 3 sales at an average price of $77.67 for 18,990.00 shares. Based on historical transaction data and REGL's current price of $84.28, Kerntke Otto McGlone Wealth Management Group's estimated gain on his REGL holdings is $527,470.96, reflecting a 12.59% gain to date.
Kerntke Otto McGlone Wealth Management Group REGL ($84.28) Holding Chart
Kerntke Otto McGlone Wealth Management Group REGL ($84.28) 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 % | |||
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