Cassaday & CO Wealth Management LLC Proshares Ultra Financials Transaction History

Cassaday & CO Wealth Management LLC

  • $3.66 Billion
  • Q4 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Proshares Ultra Financials stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 27,801 shares of UYG stock, worth $2.13 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
27,801
Previous 30,801 9.74%
Holding current value
$2.13 Million
Previous $2.35 Million 0.93%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$75.09 - $96.7 $225,270 - $290,100
-3,000 Reduced 9.74%
27,801 $2.38 Million
Q2 2023

Aug 07, 2023
BUY
$40.24 - $45.62 $559,899 - $634,756
13,914 Added 82.39%
30,801 $1.41 Million
Q1 2023

May 03, 2023
SELL
$39.04 - $54.12 $181,887 - $252,145
-4,659 Reduced 21.62%
16,887 $713,000
Q4 2022

Feb 07, 2023
BUY
$37.23 - $51.48 $802,157 - $1.11 Million
21,546 New
21,546 $0

Others Institutions Holding UYG

# of Institutions
87
Shares Held
428K
Call Options Held
47.3K
Put Options Held
7.1K
View Full List

About PROSHARES ULTRA FINANCIALS

UYG Quotes by TradingView
  • Ticker UYG
  • Sector ETFs
  • Industry ETFs
More about UYG
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email