York Bridge Wealth Partners, LLC Proshares Ultra Financials Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 21, 2019	SELL	$46.46 - $47.96 $23,230 - $23,980	-500 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	500 New	500 $16,000

Others Institutions Holding UYG

# of Institutions

67

Shares Held

388K

Call Options Held

48K

Put Options Held

7.2K

Toth Financial Advisory Corp

83.9K
Shares

$6.39 Million
0.69% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

30.8K
Shares

$2.35 Million
0.07% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

20.3K
Shares

$1.54 Million
0.0% of portfolio
9258 Wealth Management, LLC

16.3K
Shares

$1.24 Million
0.16% of portfolio
Synovus Financial Corp Columbus, GA

15K
Shares

$1.14 Million
0.01% of portfolio

About PROSHARES ULTRA FINANCIALS

Ticker UYG
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