Summit Financial, LLC Proshares Tr Ultrashort S&P 50 Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 05, 2024	BUY	$29.73 - $40.47 $1.05 Million - $1.43 Million	35,389 New	35,389 $1.06 Million

Others Institutions Holding SDS

# of Institutions

82

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

About PROSHARES TR ULTRASHORT S&P 50

Ticker SDS
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.