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EnRich Financial Partners’s ProShares Short Russell2000 RWM Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-26,186
Closed -$552K – 203
2023
Q4 		$552K Buy
+26,186
New +$629K 0.23% 29

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FCM
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UBS Group
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FFA
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JF
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LNWWM
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OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CIBC World Market
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EnRich Financial Partners's RWM Position: Q1 2024 in Review

EnRich Financial Partners sold out of ProShares Short Russell2000 (RWM) in Q1 2024, closing a stake of 26,186 shares — an estimated $552K sold.

EnRich Financial Partners first reported a position in RWM in Q4 2023 and held it in 1 quarter. The position peaked at $552K in Q4 2023. 48 funds tracked by Wall St. Rank hold RWM as of Q1 2024.

  • EnRich Financial Partners reported no remaining ProShares Short Russell2000 position as of Q1 2024 after selling out during the quarter.
  • EnRich Financial Partners sold 26,186 ProShares Short Russell2000 shares in Q1 2024, an estimated $552K.
  • EnRich Financial Partners first reported a position in ProShares Short Russell2000 in Q4 2023 and held it in 1 quarter.
  • EnRich Financial Partners's ProShares Short Russell2000 position peaked at $552K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2024.

Based on EnRich Financial Partners's 13F filing for Q1 2024, filed 2 May 2024.