Gwn Securities Inc. Proshares Ultra Russell 2000 Transaction History

Gwn Securities Inc.

$432 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 01, 2025	BUY	$25.35 - $37.67 $339,335 - $504,250	13,386 Added 102.34%	26,466 $997 Million
Q1 2025 May 15, 2025	BUY	$33.01 - $45.08 $431,770 - $589,646	13,080 New	13,080 $437 Million

Others Institutions Holding UWM

# of Institutions

60

Shares Held

1.01M

Call Options Held

125K

Put Options Held

34.7K

Envestnet Asset Management Inc

256K
Shares

$11.3 Million
0.0% of portfolio
Client First Investment Management LLC West Bend, WI

109K
Shares

$4.79 Million
2.57% of portfolio
Toth Financial Advisory Corp

69.5K
Shares

$3.06 Million
0.36% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

68.1K
Shares

$3 Million
0.06% of portfolio
Capital Investment Counsel, Inc

51.1K
Shares

$2.25 Million
0.29% of portfolio

About PROSHARES ULTRA RUSSELL 2000

Ticker UWM
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