Number of Shares
22,184.00
Current Holdings Value*
$1.64 Mil
% of Portfolio
1.7%
Total Estimate Gain
$120,262.93
% of Total Estimate Gain
6.04%

Safe Harbor Fiduciary, LLC's ProShares UltraPro S&P 500 ETF 3x Shares Holding Summary

As of 2025-03-31, Safe Harbor Fiduciary, LLC held 22,184.00 shares of ProShares UltraPro S&P 500 ETF 3x Shares(UPRO), totaling $1.64 Mil. This investment constitutes 1.7% of their stock portfolio, and Safe Harbor Fiduciary, LLC now holds 0.05% of the outstanding ProShares UltraPro S&P 500 ETF 3x Shares(UPRO) stock.

The initial trade took place in 2024Q3. And since then Safe Harbor Fiduciary, LLC has made 2 purchases of UPRO, at an average price of $89.75, for a total of 22,184.00 shares. Based on historical transaction data and UPRO's current price of $95.17, Safe Harbor Fiduciary, LLC's estimated gain on his UPRO holdings is $120,262.93, reflecting a 6.04% gain to date.

Safe Harbor Fiduciary, LLC UPRO ($95.17) Holding Chart

Safe Harbor Fiduciary, LLC UPRO ($95.17) 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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