LFA
ROM icon

Livelsberger Financial Advisory’s ProShares Ultra Technology ROM Stock Holding History

Livelsberger Financial Advisory’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
Q1 		– Sell
-1,096
Closed -$58.2K – 163
2023
Q4 		$58.2K Buy
+1,096
New +$50.2K 0.05% 141

Other funds holding ROM

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 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
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Livelsberger Financial Advisory's ROM Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of ProShares Ultra Technology (ROM) in Q1 2024, closing a stake of 1,096 shares — an estimated $58.2K sold.

Livelsberger Financial Advisory first reported a position in ROM in Q4 2023 and held it in 1 quarter. The position peaked at $58.2K in Q4 2023. 45 funds tracked by Wall St. Rank hold ROM as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining ProShares Ultra Technology position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 1,096 ProShares Ultra Technology shares in Q1 2024, an estimated $58.2K.
  • Livelsberger Financial Advisory first reported a position in ProShares Ultra Technology in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's ProShares Ultra Technology position peaked at $58.2K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.