Number of Shares
31,845.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
1.13%
Total Estimate Gain
$460,077.48
% of Total Estimate Gain
5.94%

Landmark Wealth Management, LLC's ProShares S&P MidCap 400 Div Aristocrats ETF Holding Summary

As of 2025-03-31, Landmark Wealth Management, LLC held 31,845.00 shares of ProShares S&P MidCap 400 Div Aristocrats ETF(REGL), totaling $2.57 Mil. This investment constitutes 1.13% of their stock portfolio, and Landmark Wealth Management, LLC now holds 0.15% of the outstanding ProShares S&P MidCap 400 Div Aristocrats ETF(REGL) stock.

The initial trade took place in 2021Q4. And since then Landmark Wealth Management, LLC has made 6 purchases of REGL, at an average price of $71.42, for a total of 108,460.00 shares. In addition, there have been 7 sales at an average price of $72.65 for 76,615.00 shares. Based on historical transaction data and REGL's current price of $82.90, Landmark Wealth Management, LLC's estimated gain on his REGL holdings is $460,077.48, reflecting a 5.94% gain to date.

Landmark Wealth Management, LLC REGL ($82.90) Holding Chart

Landmark Wealth Management, LLC REGL ($82.90) 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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