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

32

Shares Held

1.04M

Call Options Held

582K

Put Options Held

10.3K

Lpl Financial LLC Fort Mill, SC

353K
Shares

$6.26 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

226K
Shares

$4 Million
0.0% of portfolio
Sowell Financial Services LLC North Little Rock, AR

130K
Shares

$2.3 Million
0.12% of portfolio
American Portfolios Advisors Holbrook, NY

71.9K
Shares

$1.27 Million
0.05% of portfolio
Delos Wealth Advisors, LLC Dallas, TX

50.6K
Shares

$897,598
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 $47.9M

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.