HERITAGE OAK WEALTH ADVISORS LLC SSO Holdings History
HERITAGE OAK WEALTH ADVISORS LLC's ProShares Ultra S&P500 2x Shares Holding Summary
As of 2025-06-30, HERITAGE OAK WEALTH ADVISORS LLC held - shares of ProShares Ultra S&P500 2x Shares(SSO), totaling N/A. This investment constitutes 0% of their stock portfolio, and HERITAGE OAK WEALTH ADVISORS LLC now holds 0% of the outstanding ProShares Ultra S&P500 2x Shares(SSO) stock.
The initial trade took place in 2025Q1. And since then HERITAGE OAK WEALTH ADVISORS LLC has made 1 purchases of SSO, at an average price of $92.26, for a total of 65,763.00 shares. In addition, there have been 1 sales at an average price of $84.44 for 65,763.00 shares. Based on historical transaction data and SSO's current price of $100.84, HERITAGE OAK WEALTH ADVISORS LLC's estimated gain on his SSO holdings is $-514,266.66, reflecting a -8.48% gain to date.
HERITAGE OAK WEALTH ADVISORS LLC SSO ($100.84) Holding Chart
HERITAGE OAK WEALTH ADVISORS LLC SSO ($100.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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