Avion Wealth Proshares Ultra Technology Transaction History

Avion Wealth

$389 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$38.79 - $64.38 $504 - $836	-13 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$33.25 - $42.42 $432 - $551	13 New	13 $1,000

Others Institutions Holding ROM

# of Institutions

62

Shares Held

638K

Call Options Held

18.2K

Put Options Held

8.3K

Runnymede Capital Advisors, Inc. Dublin, OH

207K
Shares

$14.6 Million
12.6% of portfolio
Toth Financial Advisory Corp

61.7K
Shares

$4.34 Million
0.53% of portfolio
Tyche Wealth Partners LLC Plano, TX

33.1K
Shares

$2.33 Million
0.49% of portfolio
Harbour Investments, Inc. Madison, WI

30.6K
Shares

$2.16 Million
0.07% of portfolio
Dale Q Rice Investment Management LTD Vancouver, WA

29.4K
Shares

$2.07 Million
0.9% of portfolio

About PROSHARES ULTRA TECHNOLOGY

Ticker ROM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Avion Wealth with notifications on news.