Trinity Point Wealth, LLC Proshares Ultra Financials Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
A detailed history of Trinity Point Wealth, LLC transactions in Proshares Ultra Financials stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 5,484 shares of UYG stock, worth $448,152. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,484
Previous 5,484
-0.0%
Holding current value
$448,152
Previous $419,000
11.69%
% of portfolio
0.07%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding UYG
# of Institutions
86Shares Held
437KCall Options Held
47.3KPut Options Held
7.1K-
Toth Financial Advisory Corp58.3KShares$4.76 Million0.61% of portfolio
-
Envestnet Asset Management Inc47.2KShares$3.85 Million0.0% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA27.8KShares$2.27 Million0.06% of portfolio
-
Synovus Financial Corp Columbus, GA15KShares$1.23 Million0.02% of portfolio
-
Roanoke Asset Management Corp Jersey City, NJ13.4KShares$1.1 Million0.37% of portfolio