Marshall Financial Group LLC Proshares Ultra S&P 500 Transaction History

Marshall Financial Group LLC

$478 Million
Q2 2025

A detailed history of Marshall Financial Group LLC transactions in Proshares Ultra S&P 500 stock. As of the latest transaction made, Marshall Financial Group LLC holds 252,979 shares of SSO stock, worth $27.6 Million. This represents 5.17% of its overall portfolio holdings.

Number of Shares

252,979

Previous 173,420 45.88%

Holding current value

$27.6 Million

Previous $14.2 Million 74.28%

% of portfolio

5.17%

Previous 3.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$64.8 - $97.72 $5.16 Million - $7.77 Million	79,559 Added 45.88%	252,979 $24.7 Million
Q1 2025 Apr 16, 2025	BUY	$80.57 - $100.21 $13.2 Million - $16.4 Million	163,511 Added 1650.13%	173,420 $14.2 Million
Q4 2024 Jan 21, 2025	SELL	$87.92 - $99.73 $46,685 - $52,956	-531 Reduced 5.09%	9,909 $916,000
Q2 2024 Jul 19, 2024	SELL	$69.11 - $83.75 $40,222 - $48,742	-582 Reduced 5.28%	10,440 $862,000
Q1 2024 Apr 19, 2024	SELL	$62.79 - $77.58 $27,062 - $33,436	-431 Reduced 3.76%	11,022 $854,000
Q4 2023 Jan 10, 2024	SELL	$48.93 - $65.42 $36,501 - $48,803	-746 Reduced 6.12%	11,453 $745,000
Q3 2023 Oct 19, 2023	SELL	$53.05 - $61.69 $59,416 - $69,092	-1,120 Reduced 8.41%	12,199 $651,000
Q2 2023 Jul 17, 2023	SELL	$48.75 - $58.15 $19,353 - $23,085	-397 Reduced 2.89%	13,319 $774,000
Q1 2023 Apr 18, 2023	SELL	$43.7 - $52.39 $1,791 - $2,147	-41 Reduced 0.3%	13,716 $688,000
Q4 2022 Feb 01, 2023	SELL	$39.42 - $50.62 $106,315 - $136,522	-2,697 Reduced 16.39%	13,757 $611,000
Q3 2022 Oct 12, 2022	SELL	$39.72 - $57.79 $138,225 - $201,109	-3,480 Reduced 17.46%	16,454 $654,000
Q2 2022 Jul 25, 2022	SELL	$42.28 - $67.05 $2.91 Million - $4.61 Million	-68,786 Reduced 77.53%	19,934 $895,000
Q1 2022 May 10, 2022	BUY	$55.62 - $74.05 $2.69 Million - $3.58 Million	48,365 Added 119.85%	88,720 $5.82 Million
Q4 2021 Jan 27, 2022	BUY	$59.77 - $74.03 $2.41 Million - $2.99 Million	40,355 New	40,355 $5.91 Million

Others Institutions Holding SSO

# of Institutions

266

Shares Held

19.3M

Call Options Held

799K

Put Options Held

572K

View Full List

About PROSHARES ULTRA S&P 500

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Marshall Financial Group LLC Proshares Ultra S&P 500 Transaction History