Goal Vest Advisory LLC Proshares Ultra Russell 2000 Transaction History

Goal Vest Advisory LLC

$352 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$43.63 - $63.13 $567 - $820	-13 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$27.26 - $46.31 $354 - $602	13 New	13 $1,000

Others Institutions Holding UWM

# of Institutions

67

Shares Held

4.85M

Call Options Held

91.7K

Put Options Held

14.9K

Envestnet Asset Management Inc

2.92M
Shares

$97.8 Million
0.03% of portfolio
Personal Cfo Solutions, LLC

339K
Shares

$11.4 Million
2.35% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

263K
Shares

$8.83 Million
0.04% of portfolio
Park Avenue Securities LLC

256K
Shares

$8.58 Million
0.11% of portfolio
Atria Investments LLC Charlotte, NC

105K
Shares

$3.51 Million
0.05% of portfolio

About PROSHARES ULTRA RUSSELL 2000

Ticker UWM
Sector ETFs
Industry ETFs

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