Circle Wealth Management, LLC Proshares Ultra S&P 500 Transaction History
Circle Wealth Management, LLC
- $4.34 Billion
- Q2 2024
Shares
4 transactions
Others Institutions Holding SSO
# of Institutions
225Shares Held
15MCall Options Held
594KPut Options Held
436K-
Ttp Investments, Inc.716KShares$63.6 Million25.8% of portfolio
-
Adams Wealth Management519KShares$46.1 Million10.82% of portfolio
-
Cache Tech Inc. Logan, UT519KShares$46.1 Million10.04% of portfolio
-
Assetmark, Inc498KShares$44.2 Million0.13% of portfolio
-
Main Street Group, LTD Glen Allen, VA497KShares$44.2 Million19.74% of portfolio