Wealthstream Advisors, Inc. Proshares Ultra S&P 500 Transaction History

Wealthstream Advisors, Inc.

$512 Million
Q1 2025

A detailed history of Wealthstream Advisors, Inc. transactions in Proshares Ultra S&P 500 stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 5,455 shares of SSO stock, worth $563,992. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,455

Previous 5,725 4.72%

Holding current value

$563,992

Previous $529,000 14.74%

% of portfolio

0.09%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$80.57 - $100.21 $21,753 - $27,056	-270 Reduced 4.72%	5,455 $451,000
Q4 2024 Feb 04, 2025	BUY	$87.92 - $99.73 $2,285 - $2,592	26 Added 0.46%	5,725 $529,000
Q3 2024 Nov 06, 2024	BUY	$73.92 - $90.17 $960 - $1,172	13 Added 0.23%	5,699 $513,000
Q2 2024 Jul 29, 2024	SELL	$69.11 - $83.75 $7,878 - $9,547	-114 Reduced 1.97%	5,686 $469,000
Q1 2024 May 08, 2024	SELL	$62.79 - $77.58 $34,974 - $43,212	-557 Reduced 8.76%	5,800 $449,000
Q4 2023 Feb 12, 2024	BUY	$48.93 - $65.42 $587 - $785	12 Added 0.19%	6,357 $413,000
Q4 2022 Feb 02, 2023	BUY	$39.42 - $50.62 $1,024 - $1,316	26 Added 0.41%	6,345 $282,000
Q1 2022 May 10, 2022	BUY	$55.62 - $74.05 $175,814 - $234,072	3,161 Added 100.09%	6,319 $415,000
Q4 2021 Feb 09, 2022	BUY	$59.77 - $74.03 $188,753 - $233,786	3,158 New	3,158 $462,000

Others Institutions Holding SSO

# of Institutions

257

Shares Held

11.9M

Call Options Held

635K

Put Options Held

402K

View Full List

About PROSHARES ULTRA S&P 500

Ticker SSO
Sector ETFs
Industry ETFs

More about SSO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthstream Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Account

Wealthstream Advisors, Inc. Proshares Ultra S&P 500 Transaction History