Perigon Wealth Management, LLC Proshares Ultra S&P 500 Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Proshares Ultra S&P 500 stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,170 shares of SSO stock, worth $459,251. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,170
Previous 5,471 5.5%
Holding current value
$459,251
Previous $451,000 3.33%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$73.92 - $90.17 $22,249 - $27,141
-301 Reduced 5.5%
5,170 $466,000
Q2 2024

Aug 02, 2024
SELL
$69.11 - $83.75 $2,764 - $3,350
-40 Reduced 0.73%
5,471 $451,000
Q1 2024

Apr 29, 2024
SELL
$62.79 - $77.58 $640,458 - $791,316
-10,200 Reduced 64.92%
5,511 $427,000
Q4 2023

Jan 29, 2024
BUY
$48.93 - $65.42 $768,739 - $1.03 Million
15,711 New
15,711 $1.02 Million
Q1 2018

May 15, 2018
SELL
N/A
-91 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
91
91 $10,000

Others Institutions Holding SSO

# of Institutions
228
Shares Held
8.38M
Call Options Held
594K
Put Options Held
440K
View Full List

About PROSHARES ULTRA S&P 500

SSO Quotes by TradingView
  • Ticker SSO
  • Sector ETFs
  • Industry ETFs
More about SSO
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email