Waddell & Associates, LLC Proshares Short S&P500 New (De Transaction History

Waddell & Associates, LLC

$734 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	BUY	N/A	20,000 New	20,000 $282,000
Q2 2020 Aug 13, 2020	SELL	N/A	-35,456 Closed	0 $0
Q1 2020 May 12, 2020	BUY	N/A	35,456 New	35,456 $981,000

Others Institutions Holding SH

# of Institutions

180

Shares Held

25.8M

Call Options Held

777K

Put Options Held

546K

Morgan Stanley New York, NY

3.02M
Shares

$34.1 Million
0.0% of portfolio
Fure Financial Corp Bloomington, MN

1.75M
Shares

$19.7 Million
24.77% of portfolio
Prostatis Group LLC Hanover, MD

1.72M
Shares

$19.4 Million
0.91% of portfolio
Pineridge Advisors LLC St. Charles, MO

1.32M
Shares

$14.9 Million
5.51% of portfolio
Ria Advisory Group LLC Ames, IA

1.22M
Shares

$13.8 Million
5.85% of portfolio

About PROSHARES SHORT S&P500 NEW (DE

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