Creative Planning Proshares Ultra Financials Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Proshares Ultra Financials stock. As of the latest transaction made, Creative Planning holds 2,623 shares of UYG stock, worth $255,191. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,623
Holding current value
$255,191
% of portfolio
0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$62.72 - $77.9 $164,514 - $204,331
2,623 New
2,623 $200,000
Q1 2022

May 16, 2022
SELL
$54.0 - $71.5 $297,108 - $393,393
-5,502 Closed
0 $0
Q2 2021

Aug 04, 2021
SELL
$54.35 - $65.47 $35,164 - $42,359
-647 Reduced 10.52%
5,502 $340,000
Q1 2021

Apr 30, 2021
BUY
$40.14 - $54.67 $40 - $54
1 Added 0.02%
6,149 $324,000
Q4 2020

Jan 29, 2021
SELL
$28.98 - $42.31 $28,951 - $42,267
-999 Reduced 13.98%
6,148 $260,000
Q3 2020

Nov 05, 2020
BUY
$27.97 - $34.69 $27 - $34
1 Added 0.01%
7,147 $221,000
Q2 2020

Jul 23, 2020
BUY
$20.9 - $37.13 $149,351 - $265,330
7,146 New
7,146 $208,000
Q1 2020

May 05, 2020
SELL
$17.31 - $57.67 $112,238 - $373,932
-6,484 Closed
0 $0
Q4 2019

Jan 30, 2020
SELL
$43.81 - $53.65 $152,371 - $186,594
-3,478 Reduced 34.91%
6,484 $348,000
Q3 2019

Nov 01, 2019
BUY
$46.46 - $47.96 $181,286 - $187,139
3,902 Added 64.39%
9,962 $467,000
Q1 2019

Apr 24, 2019
SELL
N/A
-302 Reduced 4.75%
6,060 $243,000
Q4 2018

Feb 01, 2019
BUY
N/A
308 Added 5.09%
6,362 $208,000
Q2 2018

Jul 20, 2018
BUY
N/A
4,076 Added 206.07%
6,054 $245,000
Q1 2018

Apr 18, 2018
SELL
N/A
-1,470 Reduced 42.63%
1,978 $244,000
Q4 2017

Jan 17, 2018
BUY
N/A
1 Added 0.03%
3,448 $441,000
Q3 2017

Oct 17, 2017
BUY
N/A
3,447
3,447 $389,000

Others Institutions Holding UYG

# of Institutions
76
Shares Held
418K
Call Options Held
50.9K
Put Options Held
7.7K
View Full List

About PROSHARES ULTRA FINANCIALS

UYG Quotes by TradingView
  • Ticker UYG
  • Sector ETFs
  • Industry ETFs
More about UYG
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email