Regent Peak Wealth Advisors LLC Proshares Ultra Financials Transaction History

Regent Peak Wealth Advisors LLC

  • $428 Million
  • Q1 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Proshares Ultra Financials stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 2,256 shares of UYG stock, worth $216,643. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,256
Holding current value
$216,643
% of portfolio
0.05%

Shares

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

Apr 14, 2025
BUY
$80.83 - $98.72 $182,352 - $222,712
2,256 New
2,256 $196,000
Q1 2021

Apr 28, 2021
SELL
$40.14 - $54.67 $90,555 - $123,335
-2,256 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$28.98 - $42.31 $65,378 - $95,451
2,256 New
2,256 $95,000

Others Institutions Holding UYG

# of Institutions
91
Shares Held
414K
Call Options Held
64.8K
Put Options Held
11K
View Full List

About PROSHARES ULTRA FINANCIALS

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