Kingswood Wealth Advisors, LLC Proshares Ultra S&P 500 Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Proshares Ultra S&P 500 stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 132,858 shares of SSO stock, worth $15 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
132,858
Previous 120,914
9.88%
Holding current value
$15 Million
Previous $11.8 Billion
26.08%
% of portfolio
0.9%
Previous 0.93%
Shares
9 transactions
Others Institutions Holding SSO
# of Institutions
287Shares Held
21.4MCall Options Held
995KPut Options Held
690K-
Howard Capital Management Inc.6.89MShares$778 Million8.85% of portfolio
-
Assetmark, Inc6.64MShares$750 Million1.63% of portfolio
-
Sollinda Capital Management LLC Hickory, NC609KShares$68.8 Million18.71% of portfolio
-
Main Street Group, LTD Glen Allen, VA599KShares$67.6 Million22.29% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ412KShares$46.6 Million0.07% of portfolio