Bernard Wealth Management Corp. Proshares Ultra S&P 500 Transaction History
Bernard Wealth Management Corp.
- $216 Billion
- Q2 2025
A detailed history of Bernard Wealth Management Corp. transactions in Proshares Ultra S&P 500 stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 5,506 shares of SSO stock, worth $600,539. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,506
Previous 5,756
4.34%
Holding current value
$600,539
Previous $476 Million
12.92%
% of portfolio
0.25%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SSO
# of Institutions
266Shares Held
19.3MCall Options Held
799KPut Options Held
572K-
Howard Capital Management Inc.6.96MShares$759 Million8.7% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX4.73MShares$515 Million0.05% of portfolio
-
Sollinda Capital Management LLC Hickory, NC668KShares$72.8 Million17.0% of portfolio
-
Main Street Group, LTD Glen Allen, VA581KShares$63.3 Million21.11% of portfolio
-
Ridgepath Capital Management LLC Knoxville, TN386KShares$42.1 Million15.38% of portfolio