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 $451. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5
Previous 5
-0.0%
Holding current value
$451
Previous $427,000
4.45%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding UYG
# of Institutions
91Shares Held
422KCall Options Held
64.8KPut Options Held
11K-
Toth Financial Advisory Corp46.7KShares$4.22 Million0.51% of portfolio
-
Envestnet Asset Management Inc36.9KShares$3.33 Million0.0% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA27.8KShares$2.51 Million0.07% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA22.8KShares$2.06 Million0.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il18KShares$1.62 Million0.0% of portfolio