Simplicity Wealth,Llc Proshares Ultra Russell 2000 Call Options Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UWM

# of Institutions

72

Shares Held

1.5M

Call Options Held

144K

Put Options Held

44.3K

Personal Cfo Solutions, LLC

365K
Shares

$15.9 Million
3.08% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

319K
Shares

$13.9 Million
0.05% of portfolio
Park Avenue Securities LLC

197K
Shares

$8.55 Million
0.08% of portfolio
Atria Investments LLC Charlotte, NC

107K
Shares

$4.65 Million
0.06% of portfolio
Ever Source Wealth Advisors, LLC

86.7K
Shares

$3.76 Million
0.22% of portfolio

About PROSHARES ULTRA RUSSELL 2000

Ticker UWM
Sector ETFs
Industry ETFs

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