Institutional & Family Asset Management, LLC Proshares Ultra Semiconductors Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$32.55 - $56.22 $33,624 - $58,075	-1,033 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$31.32 - $38.59 $32,353 - $39,863	1,033 New	1,033 $35,000

Others Institutions Holding USD

# of Institutions

Shares Held

1.46M

Call Options Held

352K

Put Options Held

142K

Dale Q Rice Investment Management LTD Vancouver, WA

437K
Shares

$18.6 Million
12.51% of portfolio
Integrated Wealth Concepts LLC

377K
Shares

$16.1 Million
0.3% of portfolio
Laurel Wealth Advisors, Inc. Solana Beach, CA

189K
Shares

$8.03 Million
0.31% of portfolio
Client First Investment Management LLC West Bend, WI

69K
Shares

$2.94 Million
2.89% of portfolio
Tower Research Capital LLC (Trc) New York, NY

45.6K
Shares

$1.94 Million
0.06% of portfolio

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