Kingswood Wealth Advisors, LLC Proshares Ultra S&P 500 Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Proshares Ultra S&P 500 stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 72,247 shares of SSO stock, worth $7.01 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
72,247
Previous 10,891
563.36%
Holding current value
$7.01 Million
Previous $982 Million
580.58%
% of portfolio
0.5%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding SSO
# of Institutions
254Shares Held
10.9MCall Options Held
755KPut Options Held
657K-
Howard Capital Management Inc.1.85MShares$180 Million2.35% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL586KShares$56.8 Million1.55% of portfolio
-
Cache Tech Inc. Logan, UT519KShares$50.3 Million10.04% of portfolio
-
Adams Wealth Management519KShares$50.3 Million10.82% of portfolio
-
Main Street Group, LTD Glen Allen, VA517KShares$50.1 Million21.23% of portfolio