Avantax Planning Partners, Inc. Proshares Ultra Semiconductors Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-510 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	510 New	510 $23,000
Q2 2018 Aug 13, 2018	SELL	N/A	-170 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	170 New	170 $23,000

Others Institutions Holding USD

# of Institutions

68

Shares Held

1.46M

Call Options Held

352K

Put Options Held

142K

Dale Q Rice Investment Management LTD Vancouver, WA

437K
Shares

$20.4 Million
12.51% of portfolio
Integrated Wealth Concepts LLC

377K
Shares

$17.6 Million
0.3% of portfolio
Laurel Wealth Advisors, Inc. Solana Beach, CA

189K
Shares

$8.81 Million
0.31% of portfolio
Client First Investment Management LLC West Bend, WI

69K
Shares

$3.22 Million
2.89% of portfolio
Tower Research Capital LLC (Trc) New York, NY

45.6K
Shares

$2.13 Million
0.06% of portfolio

About PROSHARES ULTRA SEMICONDUCTORS

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