A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Proshares Ultra Technology stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,947 shares of ROM stock, worth $185,860. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,947
Previous 2,232 12.77%
Holding current value
$185,860
Previous $170 Million 6.19%
% of portfolio
0.12%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

SELL
$74.72 - $93.32 $21,295 - $26,596
-285 Reduced 12.77%
1,947 $180 Million
Q2 2025

Aug 12, 2025

SELL
$39.98 - $76.11 $39,940 - $76,033
-999 Reduced 30.92%
2,232 $170 Million
Q1 2025

May 15, 2025

SELL
$53.2 - $74.94 $53 - $74
-1 Reduced 0.03%
3,231 $173 Million
Q4 2024

Feb 14, 2025

BUY
$63.86 - $75.32 $206,395 - $243,434
3,232 New
3,232 $225 Million

Others Institutions Holding ROM

About PROSHARES ULTRA TECHNOLOGY


  • Ticker ROM
  • Sector ETFs
  • Industry ETFs
More about ROM
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.