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 $25.5 Million. This represents 5.17% of its overall portfolio holdings.

Number of Shares

252,979

Previous 173,420 45.88%

Holding current value

$25.5 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

257

Shares Held

11.8M

Call Options Held

635K

Put Options Held

402K

View Full List

About PROSHARES ULTRA S&P 500

Ticker SSO
Sector ETFs
Industry ETFs

More about SSO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.

Account

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