Creative Planning Proshares Ultra Semiconductors Transaction History

Creative Planning

$103 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 18, 2018	SELL	N/A	-9,470 Closed	0 $0
Q4 2017 Jan 17, 2018	BUY	N/A	8 Added 0.08%	9,470 $1.16 Million
Q3 2017 Oct 17, 2017	BUY	N/A	9,462	9,462 $961,000

Others Institutions Holding USD

# of Institutions

68

Shares Held

1.46M

Call Options Held

352K

Put Options Held

142K

Dale Q Rice Investment Management LTD Vancouver, WA

437K
Shares

$21.1 Million
12.51% of portfolio
Integrated Wealth Concepts LLC

377K
Shares

$18.2 Million
0.3% of portfolio
Laurel Wealth Advisors, Inc. Solana Beach, CA

189K
Shares

$9.09 Million
0.31% of portfolio
Client First Investment Management LLC West Bend, WI

69K
Shares

$3.33 Million
2.89% of portfolio
Tower Research Capital LLC (Trc) New York, NY

45.6K
Shares

$2.2 Million
0.06% of portfolio

About PROSHARES ULTRA SEMICONDUCTORS

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