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SPW
Surience Private Wealth’s
ProShares Short S&P500
SH
Stock Holding History
Surience Private Wealth’s Portfolio
SH Stock Details
SH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-116,555
Closed
-$5.32M
–
35
2024
Q2
$5.32M
Buy
+116,555
New
+$5.58M
6.84%
1
2022
Q4
–
Sell
-124,468
Closed
-$8.6M
–
25
2022
Q3
$8.6M
Buy
+124,468
New
+$7.8M
22.1%
1
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EE
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GCM
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1-Year Est. Return
MCP
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AWA
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1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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