BerganKDV Wealth Management, LLC - PROSHARES TR ownership

PROSHARES TR's ticker is EFZ and the CUSIP is 74347R370. A total of 21 filers reported holding PROSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of PROSHARES TR
ValueSharesWeighting
Q2 2023$20,486
-31.6%
1,140
-29.8%
0.00%
-33.3%
Q1 2023$29,949
-11.2%
1,625
-3.7%
0.00%
-25.0%
Q4 2022$33,740
-11.2%
1,687
+3.8%
0.00%
-20.0%
Q3 2022$38,000
+58.3%
1,625
+42.5%
0.01%
+66.7%
Q2 2022$24,000
+14.3%
1,1400.0%0.00%
+50.0%
Q1 2022$21,000
+5.0%
1,1400.0%0.00%0.0%
Q4 2021$20,000
-13.0%
1,140
-9.9%
0.00%
-33.3%
Q3 2021$23,000
+9.5%
1,265
+9.0%
0.00%
+50.0%
Q2 2021$21,000
-8.7%
1,1610.0%0.00%
-33.3%
Q1 2021$23,000
-4.2%
1,1610.0%0.00%0.0%
Q4 2020$24,0000.0%1,161
+15.9%
0.00%
-25.0%
Q3 2020$24,0001,0020.00%
Other shareholders
PROSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Solstein Capital, LLC 108,505$2,061,0531.77%
Hilltop Holdings Inc. 293,584$5,576,6290.65%
Hedeker Wealth, LLC 13,248$251,6460.09%
Moisand Fitzgerald Tamayo, LLC 2,409$45,7590.01%
OPPENHEIMER & CO INC 20,720$393,5760.01%
HighTower Advisors, LLC 174,087$3,309,0000.01%
Cambridge Investment Research Advisors, Inc. 63,450$1,2050.01%
CIBC WORLD MARKET INC. 86,227$1,6380.01%
HRT FINANCIAL LP 19,148$3630.00%
ATTICUS WEALTH MANAGEMENT, LLC 153$2,9070.00%
View complete list of PROSHARES TR shareholders