Captrust Financial Advisors Proshares Ultra Technology Transaction History

Captrust Financial Advisors

$43.1 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$33.25 - $42.42 $7,647 - $9,756	-230 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$23.6 - $34.93 $5,428 - $8,033	230 New	230 $13,000

Others Institutions Holding ROM

# of Institutions

71

Shares Held

827K

Call Options Held

10.4K

Put Options Held

300

Runnymede Capital Advisors, Inc. Dublin, OH

196K
Shares

$18.1 Million
14.94% of portfolio
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny

172K
Shares

$15.9 Million
0.08% of portfolio
Tyche Wealth Partners LLC Plano, TX

77.9K
Shares

$7.21 Million
1.27% of portfolio
Envestnet Asset Management Inc

41.5K
Shares

$3.84 Million
0.0% of portfolio
Harbour Investments, Inc. Madison, WI

30.6K
Shares

$2.83 Million
0.06% of portfolio

About PROSHARES ULTRA TECHNOLOGY

Ticker ROM
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