Copia Wealth Management Proshares Ultra Financials Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Proshares Ultra Financials stock. As of the latest transaction made, Copia Wealth Management holds 5 shares of UYG stock, worth $434. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5
Previous 5
-0.0%
Holding current value
$434
Previous $427,000
4.45%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding UYG
# of Institutions
87Shares Held
428KCall Options Held
47.3KPut Options Held
7.1K-
Envestnet Asset Management Inc47.2KShares$4.1 Million0.0% of portfolio
-
Toth Financial Advisory Corp46.7KShares$4.06 Million0.51% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA27.8KShares$2.42 Million0.06% of portfolio
-
Synovus Financial Corp Columbus, GA15KShares$1.3 Million0.02% of portfolio
-
Roanoke Asset Management Corp Jersey City, NJ13.4KShares$1.17 Million0.37% of portfolio