Shepherd Financial Partners LLC Proshares Ultra Technology Transaction History
Shepherd Financial Partners LLC
- $828 Million
- Q4 2024
A detailed history of Shepherd Financial Partners LLC transactions in Proshares Ultra Technology stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 4,844 shares of ROM stock, worth $338,837. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,844
Previous 4,844
-0.0%
Holding current value
$338,837
Previous $324,000
4.01%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding ROM
# of Institutions
65Shares Held
672KCall Options Held
4.4KPut Options Held
2.8K-
Runnymede Capital Advisors, Inc. Dublin, OH207KShares$14.5 Million12.6% of portfolio
-
Toth Financial Advisory Corp61.7KShares$4.31 Million0.53% of portfolio
-
Envestnet Asset Management Inc35.6KShares$2.49 Million0.0% of portfolio
-
Tyche Wealth Partners LLC Plano, TX33.1KShares$2.31 Million0.49% of portfolio
-
Harbour Investments, Inc. Madison, WI30.6KShares$2.14 Million0.07% of portfolio