Bartlett & Co. LLC Proshares Ultra S&P 500 Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Jan 19, 2018	SELL	N/A	-387 Closed	0 $0
Q3 2017 Oct 23, 2017	BUY	N/A	387	387 $37,000

Others Institutions Holding SSO

# of Institutions

289

Shares Held

22.5M

Call Options Held

995K

Put Options Held

690K

Howard Capital Management Inc.

6.89M
Shares

$778 Million
8.85% of portfolio
Assetmark, Inc

6.64M
Shares

$750 Million
1.63% of portfolio
Main Street Group, LTD Glen Allen, VA

599K
Shares

$67.6 Million
22.29% of portfolio
Sollinda Capital Management LLC Hickory, NC

536K
Shares

$60.6 Million
7.94% of portfolio
Global View Capital Management LLC Waukesha, WI

465K
Shares

$52.6 Million
5.03% of portfolio

About PROSHARES ULTRA S&P 500

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