Perigon Wealth Management, LLC Proshares Ultra Technology Transaction History

Perigon Wealth Management, LLC

$3.67 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$33.25 - $42.42 $39,900 - $50,904	-1,200 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$26.99 - $36.44 $32,387 - $43,728	1,200 New	1,200 $86,000

Others Institutions Holding ROM

# of Institutions

59

Shares Held

433K

Call Options Held

18.2K

Put Options Held

8.3K

Toth Financial Advisory Corp

68.9K
Shares

$4.94 Million
0.56% of portfolio
Tyche Wealth Partners LLC Plano, TX

33.1K
Shares

$2.37 Million
0.5% of portfolio
Harbour Investments, Inc. Madison, WI

30.6K
Shares

$2.19 Million
0.07% of portfolio
Retirement Planning CO Of New England, Inc. Warwick, RI

25.3K
Shares

$1.81 Million
0.86% of portfolio
Plotkin Financial Advisors, LLC Chevy Chase, MD

24.6K
Shares

$1.76 Million
0.99% of portfolio

About PROSHARES ULTRA TECHNOLOGY

Ticker ROM
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