Navigation Wealth Management, Inc. Proshares Ultra Technology Transaction History

Navigation Wealth Management, Inc.

$92.7 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$38.79 - $64.38 $15,166 - $25,172	-391 Closed	0 $0
Q1 2021 Jul 26, 2021	BUY	$33.25 - $42.42 $13,000 - $16,586	391 New	391 $29,000

Others Institutions Holding ROM

# of Institutions

60

Shares Held

444K

Call Options Held

18.2K

Put Options Held

8.3K

Toth Financial Advisory Corp

68.9K
Shares

$4.88 Million
0.56% of portfolio
Tyche Wealth Partners LLC Plano, TX

33.1K
Shares

$2.34 Million
0.5% of portfolio
Harbour Investments, Inc. Madison, WI

30.6K
Shares

$2.17 Million
0.07% of portfolio
Retirement Planning CO Of New England, Inc. Warwick, RI

25.3K
Shares

$1.79 Million
0.86% of portfolio
Plotkin Financial Advisors, LLC Chevy Chase, MD

24.6K
Shares

$1.74 Million
0.99% of portfolio

About PROSHARES ULTRA TECHNOLOGY

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