Captrust Financial Advisors Proshares Ultra Financials Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	BUY	$20.9 - $37.13 $14,420 - $25,619	690 New	690 $20,000
Q4 2019 Feb 14, 2020	SELL	$43.81 - $53.65 $30,228 - $37,018	-690 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	690 New	690 $28,000

Others Institutions Holding UYG

# of Institutions

72

Shares Held

439K

Call Options Held

50.9K

Put Options Held

7.7K

Toth Financial Advisory Corp

70.9K
Shares

$6.84 Million
0.66% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

42.8K
Shares

$4.13 Million
0.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

31.5K
Shares

$3.04 Million
0.0% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

30.8K
Shares

$2.97 Million
0.07% of portfolio
Ci Private Wealth, LLC Miami, FL

18.5K
Shares

$1.78 Million
0.0% of portfolio

About PROSHARES ULTRA FINANCIALS

Ticker UYG
Sector ETFs
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