Copia Wealth Management Proshares Ultra Financials Transaction History

Copia Wealth Management

$105 Billion
Q4 2024

A detailed history of Copia Wealth Management transactions in Proshares Ultra Financials stock. As of the latest transaction made, Copia Wealth Management holds 5 shares of UYG stock, worth $434. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$434

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 06, 2025	BUY	$75.09 - $96.7 $375 - $483	5 New	5 $427,000

Others Institutions Holding UYG

# of Institutions

Shares Held

437K

Call Options Held

47.3K

Put Options Held

7.1K

Toth Financial Advisory Corp

58.3K
Shares

$5.07 Million
0.61% of portfolio
Envestnet Asset Management Inc

47.2K
Shares

$4.1 Million
0.0% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

27.8K
Shares

$2.42 Million
0.06% of portfolio
Synovus Financial Corp Columbus, GA

15K
Shares

$1.3 Million
0.02% of portfolio
Roanoke Asset Management Corp Jersey City, NJ

13.4K
Shares

$1.17 Million
0.37% of portfolio

View Full List

About PROSHARES ULTRA FINANCIALS

Ticker UYG
Sector ETFs
Industry ETFs

More about UYG

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