Schwallier Wealth Management LLC Proshares Tr Ultrashort S&P 50 Transaction History

Schwallier Wealth Management LLC

$124 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$29.73 - $40.47 $294,327 - $400,653	9,900 New	9,900 $296 Million

Others Institutions Holding SDS

# of Institutions

78

Shares Held

3.62M

Call Options Held

235K

Put Options Held

141K

Manchester Financial Inc

839K
Shares

$18.6 Million
5.57% of portfolio
Pathstone Family Office, LLC Englewood, NJ

409K
Shares

$9.08 Million
0.1% of portfolio
Gunderson Capital Management Inc.

365K
Shares

$8.09 Million
4.22% of portfolio
Squarepoint Ops LLC New York, NY

207K
Shares

$4.61 Million
0.01% of portfolio
Bedell Frazier Investment Counseling, LLC

183K
Shares

$4.05 Million
1.14% of portfolio

About PROSHARES TR ULTRASHORT S&P 50

Ticker SDS
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.