Personal Cfo Solutions, LLC Proshares Ultra Russell 2000 Transaction History

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Proshares Ultra Russell 2000 stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 339,375 shares of UWM stock, worth $13.1 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

339,375

Previous 365,348 7.11%

Holding current value

$13.1 Million

Previous $15.3 Million 25.78%

% of portfolio

2.35%

Previous 3.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$33.01 - $45.08 $857,368 - $1.17 Million	-25,973 Reduced 7.11%	339,375 $11.3 Million
Q4 2024 Feb 07, 2025	BUY	$41.07 - $50.82 $15 Million - $18.6 Million	365,348 New	365,348 $15.3 Million
Q3 2021 Nov 18, 2021	SELL	$50.69 - $60.89 $20.2 Million - $24.3 Million	-398,875 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$51.16 - $61.63 $9.79 Million - $11.8 Million	191,387 Added 92.24%	398,875 $23.9 Million
Q1 2021 Apr 21, 2021	BUY	$43.63 - $63.13 $106,980 - $154,794	2,452 Added 1.2%	207,488 $23.2 Million
Q4 2020 Feb 09, 2021	BUY	$27.26 - $46.31 $5.59 Million - $9.5 Million	205,036 New	205,036 $0

Others Institutions Holding UWM

# of Institutions

Shares Held

4.85M

Call Options Held

91.7K

Put Options Held

14.9K

View Full List

About PROSHARES ULTRA RUSSELL 2000

Ticker UWM
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Personal Cfo Solutions, LLC Proshares Ultra Russell 2000 Transaction History