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

Captrust Financial Advisors

$38.8 Billion
Q1 2025

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

1.29M

Call Options Held

162K

Put Options Held

22.2K

Morgan Stanley New York, NY

272K
Shares

$5 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

205K
Shares

$3.76 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

177K
Shares

$3.25 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

119K
Shares

$2.19 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

106K
Shares

$1.95 Million
0.0% 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 $49.6M

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