Institute For Wealth Management, Llc. Proshares Trust Proshares He Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$40.68 - $47.17 $1,179 - $1,367	-29 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$44.93 - $46.75 $1,302 - $1,355	29 New	29 $1,000

Others Institutions Holding HDG

# of Institutions

13

Shares Held

259K

Call Options Held

0

Put Options Held

0

Personal Cfo Solutions, LLC

90.3K
Shares

$4.54 Million
0.64% of portfolio
Raymond James & Associates St Petersburg, FL

37.3K
Shares

$1.87 Million
0.0% of portfolio
Morgan Stanley New York, NY

36.7K
Shares

$1.84 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

33.6K
Shares

$1.69 Million
1.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

29.4K
Shares

$1.48 Million
0.0% of portfolio

About PROSHARES TRUST - PROSHARES HE

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