Kingswood Wealth Advisors, LLC Proshares Ultra S&P 500 Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Proshares Ultra S&P 500 stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,891 shares of SSO stock, worth $967,447. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,891
Previous 69,671 84.37%
Holding current value
$967,447
Previous $5.75 Billion 82.94%
% of portfolio
0.07%
Previous 0.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$73.92 - $90.17 $4.35 Million - $5.3 Million
-58,780 Reduced 84.37%
10,891 $982 Million
Q2 2024

Jul 09, 2024
BUY
$69.11 - $83.75 $1.54 Million - $1.87 Million
22,342 Added 47.21%
69,671 $5.75 Billion
Q1 2024

Apr 15, 2024
SELL
$62.79 - $77.58 $471,866 - $583,013
-7,515 Reduced 13.7%
47,329 $3.67 Billion
Q4 2023

Jan 16, 2024
BUY
$48.93 - $65.42 $2.68 Million - $3.59 Million
54,844 New
54,844 $3.57 Billion

Others Institutions Holding SSO

# of Institutions
228
Shares Held
8.38M
Call Options Held
594K
Put Options Held
440K
View Full List

About PROSHARES ULTRA S&P 500

SSO Quotes by TradingView
  • Ticker SSO
  • Sector ETFs
  • Industry ETFs
More about SSO
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email