Tradition Wealth Management, LLC Proshares Tr Ultrashort S&P 50 Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$36.61 - $53.91 $13,033 - $19,191	-356 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$34.9 - $44.81 $12,424 - $15,952	356 New	356 $13,000

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

$20.5 Million
1.09% of portfolio
Envestnet Asset Management Inc

425K
Shares

$7.93 Million
0.0% of portfolio
Bedell Frazier Investment Counseling, LLC

414K
Shares

$7.73 Million
2.05% of portfolio
Pathstone Family Office, LLC Englewood, NJ

409K
Shares

$7.63 Million
0.1% of portfolio
Legacy Capital Wealth Partners, LLC Little Rock, AR

335K
Shares

$6.25 Million
1.21% of portfolio

About PROSHARES TR ULTRASHORT S&P 50

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