Simplicity Wealth,Llc Proshares Tr Ultrashort S&P 50 Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Proshares Tr Ultrashort S&P 50 stock. As of the latest transaction made, Simplicity Wealth,Llc holds 11,000 shares of SDS stock, worth $209,770. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,000

Holding current value

$209,770

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$20.63 - $25.65 $226,930 - $282,150	11,000 New	11,000 $226,000

Others Institutions Holding SDS

# of Institutions

Shares Held

4.96M

Call Options Held

266K

Put Options Held

252K

Integrated Advisors Network LLC Palos Verdes Estates, CA

1.1M
Shares

$21 Million
1.09% of portfolio
Envestnet Asset Management Inc

425K
Shares

$8.11 Million
0.0% of portfolio
Bedell Frazier Investment Counseling, LLC

414K
Shares

$7.9 Million
2.05% of portfolio
Pathstone Family Office, LLC Englewood, NJ

409K
Shares

$7.8 Million
0.1% of portfolio
Legacy Capital Wealth Partners, LLC Little Rock, AR

335K
Shares

$6.39 Million
1.21% of portfolio

View Full List

About PROSHARES TR ULTRASHORT S&P 50

Ticker SDS
Sector ETFs
Industry ETFs

More about SDS

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Simplicity Wealth,Llc Proshares Tr Ultrashort S&P 50 Transaction History