Heritage Oak Wealth Advisors LLC Proshares Ultra S&P 500 Transaction History

Heritage Oak Wealth Advisors LLC

$259 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$80.57 - $100.21 $5.3 Million - $6.59 Million	65,763 New	65,763 $5.44 Billion

Others Institutions Holding SSO

# of Institutions

256

Shares Held

19.8M

Call Options Held

635K

Put Options Held

402K

Howard Capital Management Inc.

6.96M
Shares

$718 Million
8.7% of portfolio
Kingstone Capital Partners Texas, LLC Frisco, TX

4.73M
Shares

$487 Million
0.05% of portfolio
Sollinda Capital Management LLC Hickory, NC

668K
Shares

$68.9 Million
17.0% of portfolio
Main Street Group, LTD Glen Allen, VA

581K
Shares

$59.9 Million
21.11% of portfolio
Goldman Sachs Group Inc New York, NY

502K
Shares

$51.7 Million
0.01% of portfolio

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