Legacy Wealth Planning, LLC Proshares Ultra Technology Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Proshares Ultra Technology stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 9,420 shares of ROM stock, worth $697,456. This represents 0.37% of its overall portfolio holdings.

Number of Shares
9,420
Previous 9,420 -0.0%
Holding current value
$697,456
Previous $269,000 17.1%
% of portfolio
0.37%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 10, 2022
BUY
N/A
4,710 Added 100.0%
9,420 $471,000
Q2 2021

Aug 16, 2021
BUY
N/A
1,460 Added 44.92%
4,710 $454,000
Q1 2021

May 06, 2021
SELL
N/A
-350 Reduced 9.72%
3,250 $244,000
Q3 2020

Nov 03, 2020
BUY
N/A
3,600 New
3,600 $205,000

Others Institutions Holding ROM

# of Institutions
55
Shares Held
459K
Call Options Held
29.7K
Put Options Held
1.4K
View Full List

About PROSHARES ULTRA TECHNOLOGY

ROM Quotes by TradingView
  • Ticker ROM
  • Sector ETFs
  • Industry ETFs
More about ROM
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