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Get Institutions for : 
Ultra Technology ProShares (ROM)  
$60.49 2.89 (4.56%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 39    3
Total shares held : 
 384,151  
% of shares held : 
 3.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -311,629  
% of shares held change : 
   -2.95%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $40.10  
Last Quarter's Ending Price : 
 $53.08  
Last Quarter's Average Price : 
 $45.83  
Change from last quarter's     
avg. price to the last closing  : 
14.66 (31.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 34,556
 9%
 
Increased Positions :
4
 9,119
 2.37%
 
Unchanged Positions :
11
 104,109
 27.1%
 
Decreased Positions :
14
-263,659
-68.63%
 
Closed Positions :
7
-91,645
-23.86%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HARBOUR INVESTMENTS INC. 269 - 2023-12-31 30,601 $1,624,000 0
   Tyche Wealth Partners LLC 61 - 2024-03-31 22,918 $1,392,000 0
   Valeo Financial Advisors LLC 279 - 2024-03-31 14,160 $770,000 0
   MARINER WEALTH ADVISORS, LLC 1922 - 2024-03-31 9,420 $572,000 0
   Kestra Advisory Services LLC 1748 - 2024-03-31 7,063 $429,000 0
   Parcion Private Wealth LLC 164 - 2024-03-31 4,800 $292,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1428 - 2024-03-31 4,580 $278,000 0
   CPR Investments Inc. 41 - 2024-03-31 4,320 $262,000 0
   Brave Asset Management Inc 108 - 2024-03-31 4,176 $254,000 0
   LPL FINANCIAL CORP 4255 - 2024-03-31 4,092 $249,000 0
   Truvestments Capital LLC 381 - 2024-03-31 616 $37,000 0
   WELLS FARGO & CO/MN 6120 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 10031 - 2024-03-31 0 $0 0
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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