LFG
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Larson Financial Group’s ProShares Ultra Technology ROM Stock Holding History

Larson Financial Group’s Portfolio ROM Stock Details ROM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-400
Closed -$26.8K – 2883
2024
Q3 		$26.8K Buy
+400
New +$25.9K ﹤0.01% 1102

Other funds holding ROM

RCA
Runnymede Capital Advisors Dublin, Ohio $116M AUM 35.62% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Larson Financial Group's ROM Position: Q4 2024 in Review

Larson Financial Group sold out of ProShares Ultra Technology (ROM) in Q4 2024, closing a stake of 400 shares — an estimated $26.8K sold.

Larson Financial Group first reported a position in ROM in Q3 2024 and held it in 1 quarter. The position peaked at $26.8K in Q3 2024. 59 funds tracked by Wall St. Rank hold ROM as of Q4 2024.

  • Larson Financial Group reported no remaining ProShares Ultra Technology position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 400 ProShares Ultra Technology shares in Q4 2024, an estimated $26.8K.
  • Larson Financial Group first reported a position in ProShares Ultra Technology in Q3 2024 and held it in 1 quarter.
  • Larson Financial Group's ProShares Ultra Technology position peaked at $26.8K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.