Plotkin Financial Advisors, LLC Proshares Ultra Technology Transaction History

Plotkin Financial Advisors, LLC

$168 Billion
Q4 2024

A detailed history of Plotkin Financial Advisors, LLC transactions in Proshares Ultra Technology stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 23,772 shares of ROM stock, worth $1.37 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

23,772

Previous 24,576 3.27%

Holding current value

$1.37 Million

Previous $1.65 Billion 0.56%

% of portfolio

0.98%

Previous 0.99%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 05, 2025	SELL	$63.86 - $75.32 $51,343 - $60,557	-804 Reduced 3.27%	23,772 $1.66 Billion
Q3 2024 Nov 14, 2024	BUY	$52.25 - $77.16 $1.28 Million - $1.9 Million	24,576 New	24,576 $1.65 Billion
Q2 2024 Nov 14, 2024	SELL	$51.5 - $73.22 $45,423 - $64,580	-882 Reduced 3.45%	24,692 $1.72 Billion
Q1 2024 Nov 14, 2024	SELL	$48.41 - $62.43 $3.65 Million - $4.71 Million	-75,425 Reduced 74.68%	25,574 $1.55 Billion
Q4 2023 Nov 14, 2024	SELL	$37.14 - $53.33 $179,646 - $257,957	-4,837 Reduced 4.57%	100,999 $5.36 Billion
Q3 2023 Nov 14, 2024	BUY	$38.35 - $48.26 $1,150 - $1,447	30 Added 0.03%	105,836 $4.15 Billion
Q2 2023 Nov 14, 2024	SELL	$31.37 - $45.45 $84,291 - $122,124	-2,687 Reduced 2.48%	105,806 $4.76 Billion
Q1 2023 Nov 14, 2024	SELL	$21.65 - $34.77 $15,566 - $24,999	-719 Reduced 0.66%	108,493 $3.77 Billion
Q4 2022 Nov 14, 2024	SELL	$21.19 - $28.18 $137,629 - $183,029	-6,495 Reduced 5.61%	109,212 $2.51 Billion
Q3 2022 Nov 14, 2024	SELL	$23.68 - $39.61 $6,440 - $10,773	-272 Reduced 0.23%	115,707 $2.74 Billion
Q2 2022 Nov 14, 2024	SELL	$26.91 - $51.94 $57,856 - $111,671	-2,150 Reduced 1.82%	115,979 $3.32 Billion
Q1 2022 Nov 14, 2024	BUY	$38.79 - $64.38 $2.54 Million - $4.22 Million	65,528 Added 124.58%	118,129 $5.91 Billion
Q4 2021 Nov 14, 2024	BUY	$48.42 - $66.3 $231,447 - $316,914	4,780 Added 10.0%	52,601 $6.7 Billion
Q3 2021 Nov 14, 2024	BUY	$47.75 - $57.79 $556,765 - $673,831	11,660 Added 32.24%	47,821 $4.75 Billion
Q2 2021 Nov 14, 2024	BUY	$36.78 - $48.42 $426,096 - $560,945	11,585 Added 47.14%	36,161 $3.48 Billion

Others Institutions Holding ROM

# of Institutions

Shares Held

676K

Call Options Held

4.4K

Put Options Held

2.8K

View Full List

About PROSHARES ULTRA TECHNOLOGY

Ticker ROM
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Plotkin Financial Advisors, LLC Proshares Ultra Technology Transaction History