Cassaday & CO Wealth Management LLC Proshares Ultra Financials Transaction History

Cassaday & CO Wealth Management LLC

  • $3.98 Billion
  • Q2 2025

A detailed history of Cassaday & CO Wealth Management LLC transactions in Proshares Ultra Financials stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 34,801 shares of UYG stock, worth $3.22 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
34,801
Previous 27,801 25.18%
Holding current value
$3.22 Million
Previous $2.48 Million 34.18%
% of portfolio
0.08%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$68.55 - $95.55 $479,850 - $668,850
7,000 Added 25.18%
34,801 $3.33 Million
Q4 2024

Feb 03, 2025
SELL
$75.09 - $96.7 $225,270 - $290,100
-3,000 Reduced 9.74%
27,801 $2.38 Million
Q2 2023

Aug 07, 2023
BUY
$40.24 - $45.62 $559,899 - $634,756
13,914 Added 82.39%
30,801 $1.41 Million
Q1 2023

May 03, 2023
SELL
$39.04 - $54.12 $181,887 - $252,145
-4,659 Reduced 21.62%
16,887 $713,000
Q4 2022

Feb 07, 2023
BUY
$37.23 - $51.48 $802,157 - $1.11 Million
21,546 New
21,546 $0

Others Institutions Holding UYG

# of Institutions
84
Shares Held
388K
Call Options Held
34.4K
Put Options Held
5.8K
View Full List

About PROSHARES ULTRA FINANCIALS

UYG Quotes by TradingView
  • Ticker UYG
  • Sector ETFs
  • Industry ETFs
More about UYG
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