9258 Wealth Management, LLC Proshares Ultra Financials Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Proshares Ultra Financials stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 10,250 shares of UYG stock, worth $837,630. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,250

Previous 16,250 36.92%

Holding current value

$837,630

Previous $1.04 Million 24.64%

% of portfolio

0.12%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$62.72 - $77.9 $376,320 - $467,400	-6,000 Reduced 36.92%	10,250 $783,000
Q2 2024 Aug 02, 2024	SELL	$60.06 - $68.54 $72,072 - $82,248	-1,200 Reduced 6.88%	16,250 $1.04 Million
Q3 2023 Nov 08, 2023	SELL	$43.61 - $50.67 $6,541 - $7,600	-150 Reduced 0.85%	17,450 $760,000
Q4 2022 Feb 03, 2023	SELL	$37.23 - $51.48 $148,920 - $205,920	-4,000 Reduced 18.52%	17,600 $802,000
Q3 2022 Nov 08, 2022	SELL	$37.98 - $55.03 $68,364 - $99,054	-1,800 Reduced 7.69%	21,600 $820,000
Q3 2020 Nov 13, 2020	SELL	$27.97 - $34.69 $50,346 - $62,441	-1,800 Reduced 7.14%	23,400 $689,000
Q4 2019 Feb 06, 2020	BUY	$43.81 - $53.65 $1.1 Million - $1.35 Million	25,200 New	25,200 $1.35 Million

Others Institutions Holding UYG

# of Institutions

Shares Held

437K

Call Options Held

47.3K

Put Options Held

7.1K

View Full List

About PROSHARES ULTRA FINANCIALS

Ticker UYG
Sector ETFs
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9258 Wealth Management, LLC Proshares Ultra Financials Transaction History