Number of Shares
173,420.00
Current Holdings Value*
$14.36 Mil
% of Portfolio
3.14%
Total Estimate Gain
$207,105.53
% of Total Estimate Gain
0.98%

Marshall Financial Group, LLC's ProShares Ultra S&P500 2x Shares Holding Summary

As of 2025-03-31, Marshall Financial Group, LLC held 173,420.00 shares of ProShares Ultra S&P500 2x Shares(SSO), totaling $14.36 Mil. This investment constitutes 3.14% of their stock portfolio, and Marshall Financial Group, LLC now holds 0.29% of the outstanding ProShares Ultra S&P500 2x Shares(SSO) stock.

The initial trade took place in 2021Q4. And since then Marshall Financial Group, LLC has made 3 purchases of SSO, at an average price of $83.76, for a total of 252,231.00 shares. In addition, there have been 10 sales at an average price of $53.92 for 78,811.00 shares. Based on historical transaction data and SSO's current price of $98.51, Marshall Financial Group, LLC's estimated gain on his SSO holdings is $207,105.53, reflecting a 0.98% gain to date.

Marshall Financial Group, LLC SSO ($98.51) Holding Chart

Marshall Financial Group, LLC SSO ($98.51) 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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