Kingswood Wealth Advisors, LLC Proshares Ultra S&P 500 Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

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 72,247 shares of SSO stock, worth $7.17 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

72,247

Previous 10,891 563.36%

Holding current value

$7.17 Million

Previous $982 Million 580.58%

% of portfolio

0.5%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$87.92 - $99.73 $5.39 Million - $6.12 Million	61,356 Added 563.36%	72,247 $6.68 Billion
Q3 2024 Oct 21, 2024	SELL	$73.92 - $90.17 $4.35 Million - $5.3 Million	-58,780 Reduced 84.37%	10,891 $982 Million
Q2 2024 Jul 09, 2024	BUY	$69.11 - $83.75 $1.54 Million - $1.87 Million	22,342 Added 47.21%	69,671 $5.75 Billion
Q1 2024 Apr 15, 2024	SELL	$62.79 - $77.58 $471,866 - $583,013	-7,515 Reduced 13.7%	47,329 $3.67 Billion
Q4 2023 Jan 16, 2024	BUY	$48.93 - $65.42 $2.68 Million - $3.59 Million	54,844 New	54,844 $3.57 Billion

Others Institutions Holding SSO

# of Institutions

277

Shares Held

10.5M

Call Options Held

869K

Put Options Held

721K

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About PROSHARES ULTRA S&P 500

Ticker SSO
Sector ETFs
Industry ETFs

More about SSO

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Kingswood Wealth Advisors, LLC Proshares Ultra S&P 500 Transaction History