Svb Wealth LLC Proshares Ultra S&P 500 Transaction History

Svb Wealth LLC

$1.82 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$87.92 - $99.73 $597,943 - $678,263	6,801 New	6,801 $629,000
Q4 2023 Jan 30, 2024	BUY	$48.93 - $65.42 $330,473 - $441,846	6,754 New	6,754 $439,000

Others Institutions Holding SSO

# of Institutions

289

Shares Held

21.4M

Call Options Held

995K

Put Options Held

690K

Howard Capital Management Inc.

6.89M
Shares

$778 Million
8.85% of portfolio
Assetmark, Inc

6.64M
Shares

$750 Million
1.63% of portfolio
Sollinda Capital Management LLC Hickory, NC

609K
Shares

$68.8 Million
18.71% of portfolio
Main Street Group, LTD Glen Allen, VA

599K
Shares

$67.6 Million
22.29% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

412K
Shares

$46.6 Million
0.07% of portfolio

About PROSHARES ULTRA S&P 500

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