Creative Planning Proshares Ultra Midcap400 Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Proshares Ultra Midcap400 stock. As of the latest transaction made, Creative Planning holds 24,740 shares of MVV stock, worth $1.75 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

24,740

Holding current value

$1.75 Million

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$67.37 - $80.89 $1.67 Million - $2 Million	24,740 New	24,740 $1.68 Million
Q4 2019 Jan 30, 2020	SELL	$36.89 - $45.3 $270,920 - $332,683	-7,344 Closed	0 $0
Q3 2019 Nov 01, 2019	BUY	$39.41 - $41.27 $289,427 - $303,086	7,344 New	7,344 $293,000
Q4 2018 Feb 01, 2019	SELL	N/A	-5,730 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-14,997 Reduced 72.35%	5,730 $261,000
Q2 2018 Jul 20, 2018	BUY	N/A	13,818 Added 200.0%	20,727 $885,000
Q1 2018 Apr 18, 2018	BUY	N/A	190 Added 2.83%	6,909 $824,000
Q4 2017 Jan 17, 2018	BUY	N/A	879 Added 15.05%	6,719 $826,000
Q3 2017 Oct 17, 2017	BUY	N/A	5,840	5,840 $641,000

Others Institutions Holding MVV

# of Institutions

Shares Held

282K

Call Options Held

Put Options Held

Ltg Capital LLC

142K
Shares

$10 Million
8.75% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

62.4K
Shares

$4.41 Million
0.12% of portfolio
Gts Securities LLC New York, NY

18.4K
Shares

$1.3 Million
0.06% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

9.88K
Shares

$698,162
0.0% of portfolio
Sage Capital Management, LLC Stockton, NJ

7.28K
Shares

$514,766
0.25% of portfolio

View Full List

About PROSHARES ULTRA MIDCAP400

Ticker MVV
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