Captrust Financial Advisors Proshares Ultra Russell 2000 Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
Shares
	  5 transactions
	
  Others Institutions Holding UWM
# of Institutions
67Shares Held
4.24MCall Options Held
91.2KPut Options Held
8.2K- 
    
      Envestnet Asset Management Inc2.74MShares$130 Million0.03% of portfolio
- 
    
      Personal Cfo Solutions, LLC339KShares$16.1 Million2.35% of portfolio
- 
    
      Atria Investments LLC Charlotte, NC120KShares$5.67 Million0.06% of portfolio
- 
    
      Client First Investment Management LLC West Bend, WI109KShares$5.14 Million2.57% of portfolio
- 
    
      Kestra Advisory Services, LLC74.4KShares$3.52 Million0.01% of portfolio