Moran Wealth Management, LLC Proshares Trust Proshares He Transaction History

Moran Wealth Management, LLC

$3.08 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	SELL	$47.2 - $49.11 $1.42 Million - $1.48 Million	-30,150 Reduced 31.52%	65,506 $3.14 Million
Q4 2022 Feb 13, 2023	BUY	$45.01 - $47.65 $4.31 Million - $4.56 Million	95,656 New	95,656 $0

Others Institutions Holding HDG

# of Institutions

12

Shares Held

243K

Call Options Held

0

Put Options Held

0

Frederick Financial Consultants, LLC Frederick, MD

66.9K
Shares

$3.32 Million
2.64% of portfolio
Raymond James Financial Inc St. Petersburg, FL

38.1K
Shares

$1.89 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

37.3K
Shares

$1.85 Million
0.0% of portfolio
Morgan Stanley New York, NY

34.6K
Shares

$1.71 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

33.2K
Shares

$1.65 Million
1.25% of portfolio

About PROSHARES TRUST - PROSHARES HE

Ticker HDG
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