Number of Shares
46,408.00
Current Holdings Value*
$3.74 Mil
% of Portfolio
3.98%
Total Estimate Gain
$-2,026.90
% of Total Estimate Gain
-0.05%

PMG Wealth Management, Inc.'s ProShares S&P MidCap 400 Div Aristocrats ETF Holding Summary

As of 2025-03-31, PMG Wealth Management, Inc. held 46,408.00 shares of ProShares S&P MidCap 400 Div Aristocrats ETF(REGL), totaling $3.74 Mil. This investment constitutes 3.98% of their stock portfolio, and PMG Wealth Management, Inc. now holds 0.24% of the outstanding ProShares S&P MidCap 400 Div Aristocrats ETF(REGL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $81.40 for 1,570.00 shares. Based on historical transaction data and REGL's current price of $83.46, PMG Wealth Management, Inc.'s estimated gain on his REGL holdings is $-2,026.90, reflecting a -0.05% gain to date.

PMG Wealth Management, Inc. REGL ($83.46) Holding Chart

PMG Wealth Management, Inc. REGL ($83.46) 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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