Captrust Financial Advisors Invesco Db Us Dollar Index Bearish Fund Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$18.53 - $19.09 $1,853 - $1,909	100 Added 0.92%	10,999 $206,000
Q4 2022 Feb 15, 2023	BUY	$16.96 - $18.7 $184,847 - $203,811	10,899 New	10,899 $201,000

Others Institutions Holding UDN

# of Institutions

33

Shares Held

1.08M

Call Options Held

582K

Put Options Held

10.3K

Lpl Financial LLC Fort Mill, SC

353K
Shares

$5.92 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

226K
Shares

$3.79 Million
0.0% of portfolio
Sowell Financial Services LLC North Little Rock, AR

130K
Shares

$2.18 Million
0.12% of portfolio
American Portfolios Advisors Holbrook, NY

71.9K
Shares

$1.21 Million
0.05% of portfolio
Delos Wealth Advisors, LLC Dallas, TX

50.6K
Shares

$848,998
0.87% of portfolio

About INVESCO DB US DOLLAR INDEX BEARISH FUND

Ticker UDN
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 2,700,000
Market Cap $45.3M

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