Montag A & Associates Inc Proshares Tr S&P 500 Ex Energy Transaction History

Montag A & Associates Inc

$1.97 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 08, 2021	SELL	$46.2 - $49.31 $9,240 - $9,862	-200 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$43.43 - $46.46 $8,686 - $9,292	200 New	200 $19,000

Others Institutions Holding SPXE

# of Institutions

30

Shares Held

494K

Call Options Held

0

Put Options Held

0

Bwm Planning, LLC The Woodlands, TX

139K
Shares

$8.87 Million
3.54% of portfolio
Goldman Sachs Group Inc New York, NY

118K
Shares

$7.52 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

52.1K
Shares

$3.32 Million
0.0% of portfolio
Pathstone Holdings, LLC Englewood, NJ

40.1K
Shares

$2.56 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8K
Shares

$1.77 Million
0.0% of portfolio

About PROSHARES TR S&P 500 EX ENERGY

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