A detailed history of Centric Wealth Management transactions in Invesco Db Us Dollar Index Bullish Fund stock. As of the latest transaction made, Centric Wealth Management holds 24,394 shares of UUP stock, worth $714,988. This represents 0.18% of its overall portfolio holdings.

Number of Shares
24,394
Previous 24,295 0.41%
Holding current value
$714,988
Previous $707,000 2.83%
% of portfolio
0.18%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$27.93 - $29.14 $2,765 - $2,884
99 Added 0.41%
24,394 $687,000
Q2 2024

Aug 13, 2024

SELL
$28.29 - $29.17 $86,595 - $89,289
-3,061 Reduced 11.19%
24,295 $707,000
Q1 2024

May 01, 2024

BUY
$27.32 - $28.37 $380,485 - $395,108
13,927 Added 103.71%
27,356 $776,000
Q4 2023

Feb 06, 2024

BUY
$26.95 - $30.04 $361,911 - $403,407
13,429 New
13,429 $363,000

Others Institutions Holding UUP

About Invesco DB US Dollar Index Bullish Fund


  • Ticker UUP
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 61,700,000
  • Market Cap $1.81B
More about UUP
Track This Portfolio

Track Centric Wealth Management Portfolio

Follow Centric Wealth Management 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 Centric Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Centric Wealth Management with notifications on news.