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

Montag A & Associates Inc

$2.09 Billion
Q3 2024

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

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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