Atlas Private Wealth Advisors Proshares Ultra Russell 2000 Transaction History

Atlas Private Wealth Advisors

$731 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$27.26 - $46.31 $5,452 - $9,262	-200 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$13.63 - $27.99 $2,726 - $5,598	200 New	200 $10,000

Others Institutions Holding UWM

# of Institutions

66

Shares Held

4.22M

Call Options Held

91.2K

Put Options Held

8.2K

Envestnet Asset Management Inc

2.74M
Shares

$130 Million
0.03% of portfolio
Personal Cfo Solutions, LLC

339K
Shares

$16.1 Million
2.35% of portfolio
Atria Investments LLC Charlotte, NC

120K
Shares

$5.67 Million
0.06% of portfolio
Client First Investment Management LLC West Bend, WI

109K
Shares

$5.14 Million
2.57% of portfolio
Kestra Advisory Services, LLC

74.4K
Shares

$3.52 Million
0.01% of portfolio

About PROSHARES ULTRA RUSSELL 2000

Ticker UWM
Sector ETFs
Industry ETFs

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