Proshares Listed Private Equit PEX

PEX Quotes by TradingView
Institutional shares held 31,718
0 calls
0 puts
Total value of holdings $856K
$0 calls
$0 puts
# of Institutions 12

Quarterly Institutional Activity in PEX

Shares Bought
Shares Sold
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Top Institutions Holding PEX

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Latest Institutional Activity in PEX

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 8.01K ($216K)
356 Shares purchased
4.65% Added
Q4 2024
Royal Bank Of Canada Shares Held: 8.72K ($235K)
8.72K Shares purchased
New Holding
Q4 2024
Ubs Group Ag Shares Held: 1.7K ($45.8K)
1.68K Shares purchased
8380.0% Added
Q4 2024
Global Retirement Partners, LLC Shares Held: 550 ($14.8K)
550 Shares purchased
New Holding
Q4 2024
Principal Securities, Inc. Shares Held: 1.19K ($32K)
11 Shares purchased
0.94% Added
View All Buyers

Top Sells

Q2 2024
Kingsview Wealth Management, LLC Shares Held: 9.5K ($256K)
1.98K Shares sold
17.28% Reduced
Q1 2024
Citadel Advisors LLC Shares Held: 9.04K ($244K)
2.92K Shares sold
24.4% Reduced
Q4 2023
Betterment LLC Shares Held: 8.15K ($220K)
455 Shares sold
5.29% Reduced
Q4 2023
Morgan Stanley Shares Held: 1 ($27)
99 Shares sold
99.0% Reduced
Q3 2023
Td Ameritrade Investment Management, LLC Shares Held: 0 ($0)
7 Shares sold
Closed
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About PEX

PEX Chart by TradingView
PEX Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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