Bernardo Wealth Planning LLC Proshares Ultra Qqq Transaction History

Bernardo Wealth Planning LLC

$372 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 23, 2021	SELL	$51.96 - $65.79 $122,106 - $154,606	-2,350 Closed	0 $0
Q3 2020 Oct 23, 2020	BUY	$37.86 - $54.81 $88,971 - $128,803	2,350 New	2,350 $215,000

Others Institutions Holding QLD

# of Institutions

188

Shares Held

4.71M

Call Options Held

607K

Put Options Held

306K

Main Street Group, LTD Glen Allen, VA

453K
Shares

$45.4 Million
21.7% of portfolio
Clearstead Trust, LLC Portland, ME

371K
Shares

$37.2 Million
10.32% of portfolio
Focus Financial Network, Inc. Minneapolis, MN

299K
Shares

$29.9 Million
1.28% of portfolio
Focus Financial Network Inc /Adv Minneapolis, MN

298K
Shares

$29.9 Million
0.85% of portfolio
Pathstone Family Office, LLC Englewood, NJ

289K
Shares

$29 Million
0.11% of portfolio

About PROSHARES ULTRA QQQ

Ticker QLD
Sector ETFs
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