Summit Trail Advisors, LLC Proshares Ultra Financials Transaction History

Summit Trail Advisors, LLC

  • $7.06 Billion
  • Q3 2025

A detailed history of Summit Trail Advisors, LLC transactions in Proshares Ultra Financials stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 7,242 shares of UYG stock, worth $674,157. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,242
Previous 3,621 100.0%
Holding current value
$674,157
Previous $345,000 108.12%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$91.13 - $100.36 $329,981 - $363,403
3,621 Added 100.0%
7,242 $718,000
Q4 2024

Jan 29, 2025
BUY
$75.09 - $96.7 $271,900 - $350,150
3,621 New
3,621 $309,000

Others Institutions Holding UYG

# of Institutions
88
Shares Held
380K
Call Options Held
45.4K
Put Options Held
2.4K
View Full List

About PROSHARES ULTRA FINANCIALS

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

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, 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 Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email