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 $982,770. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,250
Previous 16,250
36.92%
Holding current value
$982,770
Previous $1.04 Million
24.64%
% of portfolio
0.12%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding UYG
# of Institutions
91Shares Held
422KCall Options Held
64.8KPut Options Held
11K-
Toth Financial Advisory Corp46.7KShares$4.48 Million0.51% of portfolio
-
Envestnet Asset Management Inc36.9KShares$3.54 Million0.0% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA27.8KShares$2.67 Million0.07% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA22.8KShares$2.18 Million0.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il18KShares$1.72 Million0.0% of portfolio