J.W. Cole Advisors, Inc. Proshares Tr S&P 500 Ex Energy Transaction History

J.W. Cole Advisors, Inc.

$2.33 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	BUY	$44.57 - $51.86 $1.12 Million - $1.3 Million	25,078 New	25,078 $0

Others Institutions Holding SPXE

# of Institutions

27

Shares Held

484K

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

140K
Shares

$8.97 Million
0.0% of portfolio
Bwm Planning, LLC The Woodlands, TX

139K
Shares

$8.91 Million
3.82% of portfolio
Jpmorgan Chase & CO New York, NY

66.4K
Shares

$4.25 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

25.5K
Shares

$1.63 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

18.5K
Shares

$1.19 Million
0.01% of portfolio

About PROSHARES TR S&P 500 EX ENERGY

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