Kovitz Investment Group Partners, LLC Proshares Ultra Financials Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Proshares Ultra Financials stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 9,758 shares of UYG stock, worth $889,636. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,758
Previous 9,758 -0.0%
Holding current value
$889,636
Previous $870,000 7.13%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
SELL
$80.83 - $98.72 $238,690 - $291,520
-2,953 Reduced 23.23%
9,758 $870,000
Q4 2024

Aug 25, 2025
BUY
$75.09 - $96.7 $221,740 - $285,555
2,953 Added 30.26%
12,711 $1.09 Million
Q3 2024

Nov 14, 2024
BUY
$62.72 - $77.9 $797,233 - $990,186
12,711 New
12,711 $971,000

Others Institutions Holding UYG

# of Institutions
86
Shares Held
385K
Call Options Held
34.4K
Put Options Held
5.8K
View Full List

About PROSHARES ULTRA FINANCIALS

UYG Quotes by TradingView
  • Ticker UYG
  • Sector ETFs
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More about UYG
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