Shepherd Financial Partners LLC Proshares Ultra Technology Transaction History
Shepherd Financial Partners LLC
- $826 Million
- Q3 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 $329,198. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,844
Previous 5,793
16.38%
Holding current value
$329,198
Previous $404,000
19.8%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding ROM
# of Institutions
60Shares Held
444KCall Options Held
18.2KPut Options Held
8.3K-
Toth Financial Advisory Corp68.9KShares$4.68 Million0.56% of portfolio
-
Tyche Wealth Partners LLC Plano, TX33.1KShares$2.25 Million0.5% of portfolio
-
Harbour Investments, Inc. Madison, WI30.6KShares$2.08 Million0.07% of portfolio
-
Retirement Planning CO Of New England, Inc. Warwick, RI25.3KShares$1.72 Million0.86% of portfolio
-
Plotkin Financial Advisors, LLC Chevy Chase, MD24.6KShares$1.67 Million0.99% of portfolio