Ever Source Wealth Advisors, LLC Pro Shares Trust Ii Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Pro Shares Trust Ii stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 12,187 shares of UGL stock, worth $412,895. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,187
Previous 17,034 28.45%
Holding current value
$412,895
Previous $1.59 Million 1.51%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$93.8 - $128.72 $454,648 - $623,905
-4,847 Reduced 28.45%
12,187 $1.57 Million
Q4 2024

Feb 07, 2025
BUY
$89.87 - $106.93 $1.53 Million - $1.82 Million
17,034 New
17,034 $1.59 Million

Others Institutions Holding UGL

# of Institutions
56
Shares Held
464K
Call Options Held
167K
Put Options Held
80.2K
View Full List

About ProShares Trust II

UGL Quotes by TradingView
  • Ticker UGL
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about UGL
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email