PERSONAL CFO SOLUTIONS, LLC UWM Holdings History
PERSONAL CFO SOLUTIONS, LLC's ProShares Ultra Russell 2000 2X Shares Holding Summary
As of 2025-03-31, PERSONAL CFO SOLUTIONS, LLC held 339,375.00 shares of ProShares Ultra Russell 2000 2X Shares(UWM), totaling $11.35 Mil. This investment constitutes 2.3% of their stock portfolio, and PERSONAL CFO SOLUTIONS, LLC now holds 3.75% of the outstanding ProShares Ultra Russell 2000 2X Shares(UWM) stock.
The initial trade took place in 2020Q4. And since then PERSONAL CFO SOLUTIONS, LLC has made 4 purchases of UWM, at an average price of $40.56, for a total of 780,324.00 shares. In addition, there have been 2 sales at an average price of $54.71 for 440,949.00 shares. Based on historical transaction data and UWM's current price of $39.82, PERSONAL CFO SOLUTIONS, LLC's estimated gain on his UWM holdings is $5.99 Mil, reflecting a 18.92% gain to date.
PERSONAL CFO SOLUTIONS, LLC UWM ($39.82) Holding Chart
PERSONAL CFO SOLUTIONS, LLC UWM ($39.82) 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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