Creative Planning Proshares Ultra Semiconductors Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 18, 2018	SELL	N/A	-9,470 Closed	0 $0
Q4 2017 Jan 17, 2018	BUY	N/A	8 Added 0.08%	9,470 $1.16 Million
Q3 2017 Oct 17, 2017	BUY	N/A	9,462	9,462 $961,000

Others Institutions Holding USD

# of Institutions

57

Shares Held

661K

Call Options Held

301K

Put Options Held

92.6K

Laurel Wealth Advisors, Inc. Solana Beach, CA

189K
Shares

$11.5 Million
0.31% of portfolio
Integrated Wealth Concepts LLC

188K
Shares

$11.4 Million
0.29% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

59.2K
Shares

$3.6 Million
0.0% of portfolio
Client First Investment Management LLC West Bend, WI

43.7K
Shares

$2.65 Million
4.01% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

31.3K
Shares

$1.9 Million
0.0% of portfolio

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