Shepherd Financial Partners LLC Proshares Ultra Technology Transaction History
Shepherd Financial Partners LLC
- $831 Million
- Q1 2025
A detailed history of Shepherd Financial Partners LLC transactions in Proshares Ultra Technology stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 4,844 shares of ROM stock, worth $218,076. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,844
Previous 4,844
-0.0%
Holding current value
$218,076
Previous $337,000
23.74%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding ROM
# of Institutions
66Shares Held
644KCall Options Held
4.4KPut Options Held
2.8K-
Runnymede Capital Advisors, Inc. Dublin, OH207KShares$9.31 Million12.6% of portfolio
-
Envestnet Asset Management Inc35.6KShares$1.6 Million0.0% of portfolio
-
Tyche Wealth Partners LLC Plano, TX33.1KShares$1.49 Million0.49% of portfolio
-
Harbour Investments, Inc. Madison, WI30.6KShares$1.38 Million0.07% of portfolio
-
Toth Financial Advisory Corp29.9KShares$1.35 Million0.2% of portfolio