Steel Peak Wealth Management LLC Proshares Ultra Financials Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 16, 2020	SELL	$17.31 - $57.67 $74,346 - $247,692	-4,295 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$43.81 - $53.65 $188,163 - $230,426	4,295 New	4,295 $230,000

Others Institutions Holding UYG

# of Institutions

71

Shares Held

436K

Call Options Held

50.9K

Put Options Held

7.7K

Toth Financial Advisory Corp

70.9K
Shares

$6.7 Million
0.66% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

42.8K
Shares

$4.04 Million
0.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

31.5K
Shares

$2.97 Million
0.0% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

30.8K
Shares

$2.91 Million
0.07% of portfolio
Ci Private Wealth, LLC Miami, FL

18.5K
Shares

$1.74 Million
0.0% of portfolio

About PROSHARES ULTRA FINANCIALS

Ticker UYG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.