Regent Peak Wealth Advisors LLC Proshares Ultra Financials Transaction History
Regent Peak Wealth Advisors LLC
- $441 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding UYG
# of Institutions
70Shares Held
375KCall Options Held
48KPut Options Held
7.2K-
Toth Financial Advisory Corp70.9KShares$5.85 Million0.66% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA30.8KShares$2.54 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ20.3KShares$1.67 Million0.0% of portfolio
-
9258 Wealth Management, LLC16.3KShares$1.34 Million0.16% of portfolio
-
Synovus Financial Corp Columbus, GA15KShares$1.24 Million0.01% of portfolio