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

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

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

12

Shares Held

222K

Call Options Held

0

Put Options Held

0

Frederick Financial Consultants, LLC Frederick, MD

71.8K
Shares

$3.69 Million
2.21% of portfolio
Raymond James Financial Inc St. Petersburg, FL

42.4K
Shares

$2.18 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

37.3K
Shares

$1.91 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

27.7K
Shares

$1.42 Million
1.19% of portfolio
Morgan Stanley New York, NY

22K
Shares

$1.13 Million
0.0% of portfolio

About PROSHARES TRUST - PROSHARES HE

Ticker HDG
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