Number of Shares
208,751.00
Current Holdings Value*
$17.02 Mil
% of Portfolio
1.99%
Total Estimate Gain
$4.95 Mil
% of Total Estimate Gain
35.52%

TOTH FINANCIAL ADVISORY CORP's ProShares S&P MidCap 400 Div Aristocrats ETF Holding Summary

As of 2025-06-30, TOTH FINANCIAL ADVISORY CORP held 208,751.00 shares of ProShares S&P MidCap 400 Div Aristocrats ETF(REGL), totaling $17.02 Mil. This investment constitutes 1.99% of their stock portfolio, and TOTH FINANCIAL ADVISORY CORP now holds 0.96% of the outstanding ProShares S&P MidCap 400 Div Aristocrats ETF(REGL) stock.

The initial trade took place in 2020Q3. And since then TOTH FINANCIAL ADVISORY CORP has made 15 purchases of REGL, at an average price of $61.17, for a total of 227,741.00 shares. In addition, there have been 5 sales at an average price of $71.77 for 18,990.00 shares. Based on historical transaction data and REGL's current price of $83.91, TOTH FINANCIAL ADVISORY CORP's estimated gain on his REGL holdings is $4.95 Mil, reflecting a 35.52% gain to date.

TOTH FINANCIAL ADVISORY CORP REGL ($83.91) Holding Chart

TOTH FINANCIAL ADVISORY CORP REGL ($83.91) 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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