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Burton Enright Welch’s ProShares Short Russell2000 RWM Stock Holding History

Burton Enright Welch’s Portfolio RWM Stock Details RWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,560
Closed -$324K – 99
2024
Q2 		$324K Buy
+15,560
New +$327K 0.07% 78

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LG
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ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Burton Enright Welch's RWM Position: Q3 2024 in Review

Burton Enright Welch sold out of ProShares Short Russell2000 (RWM) in Q3 2024, closing a stake of 15,560 shares — an estimated $324K sold.

Burton Enright Welch first reported a position in RWM in Q2 2024 and held it in 1 quarter. The position peaked at $324K in Q2 2024. 38 funds tracked by Wall St. Rank hold RWM as of Q3 2024.

  • Burton Enright Welch reported no remaining ProShares Short Russell2000 position as of Q3 2024 after selling out during the quarter.
  • Burton Enright Welch sold 15,560 ProShares Short Russell2000 shares in Q3 2024, an estimated $324K.
  • Burton Enright Welch first reported a position in ProShares Short Russell2000 in Q2 2024 and held it in 1 quarter.
  • Burton Enright Welch's ProShares Short Russell2000 position peaked at $324K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2024.

Based on Burton Enright Welch's 13F filing for Q3 2024, filed 9 Mar 2026.