Creative Planning Proshares Ultra Financials Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Proshares Ultra Financials stock. As of the latest transaction made, Creative Planning holds 3,720 shares of UYG stock, worth $361,174. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,720
Previous 2,623
41.82%
Holding current value
$361,174
Previous $200,000
58.5%
% of portfolio
0.0%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding UYG
# of Institutions
84Shares Held
450KCall Options Held
41.8KPut Options Held
7.8K-
Toth Financial Advisory Corp58.3KShares$5.66 Million0.61% of portfolio
-
Envestnet Asset Management Inc47.2KShares$4.58 Million0.0% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA27.8KShares$2.7 Million0.06% of portfolio
-
Synovus Financial Corp Columbus, GA15KShares$1.46 Million0.02% of portfolio
-
Roanoke Asset Management Corp Jersey City, NJ13.4KShares$1.3 Million0.37% of portfolio