Wealth Plan Partners, LLC Proshares Large Cap Core Plus Transaction History

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025

A detailed history of Wealth Plan Partners, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 6,128 shares of CSM stock, worth $405,734. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,128
Previous 6,128 -0.0%
Holding current value
$405,734
Previous $405 Million 3.65%
% of portfolio
0.06%
Previous 0.06%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$64.59 - $69.02 $71,824 - $76,750
-1,112 Reduced 15.36%
6,128 $405 Million
Q3 2024

Nov 05, 2024
BUY
$58.62 - $65.37 $58 - $65
1 Added 0.01%
7,240 $473 Million
Q2 2024

Aug 09, 2024
SELL
$57.14 - $62.16 $34,284 - $37,296
-600 Reduced 7.65%
7,239 $449 Million
Q1 2024

May 07, 2024
SELL
$53.9 - $60.74 $107 - $121
-2 Reduced 0.03%
7,839 $476 Million
Q4 2023

Jan 05, 2024
SELL
$46.83 - $54.95 $114,265 - $134,078
-2,440 Reduced 23.73%
7,841 $429 Million
Q3 2023

Nov 01, 2023
SELL
$48.53 - $52.88 $23,003 - $25,065
-474 Reduced 4.41%
10,281 $502 Million
Q2 2023

Jul 31, 2023
SELL
$46.34 - $51.02 $5,375 - $5,918
-116 Reduced 1.07%
10,755 $549 Million
Q1 2023

May 10, 2023
BUY
$44.64 - $49.51 $22,766 - $25,250
510 Added 4.92%
10,871 $518 Million
Q4 2022

Feb 16, 2023
SELL
$42.45 - $48.4 $51,237 - $58,418
-1,207 Reduced 10.43%
10,361 $511 Million
Q1 2022

May 03, 2022
BUY
$49.69 - $55.92 $139,330 - $156,799
2,804 Added 31.99%
11,568 $573,000
Q4 2021

Feb 01, 2022
BUY
$50.22 - $55.95 $220,064 - $245,172
4,382 Added 100.0%
8,764 $468,000
Q3 2021

Dec 09, 2021
SELL
$49.13 - $52.68 $58,317 - $62,531
-1,187 Reduced 21.31%
4,382 $0
Q2 2021

Aug 19, 2021
BUY
$46.13 - $49.65 $1,706 - $1,837
37 Added 0.67%
5,569 $571,000
Q1 2021

May 11, 2021
BUY
$41.75 - $45.64 $16,950 - $18,529
406 Added 7.92%
5,532 $531,000
Q4 2020

Feb 09, 2021
BUY
$36.62 - $42.19 $1,501 - $1,729
41 Added 0.81%
5,126 $453,000
Q1 2020

May 15, 2020
SELL
$25.69 - $40.21 $12,279 - $19,220
-478 Reduced 8.59%
5,085 $330,000
Q4 2019

Feb 14, 2020
BUY
$34.39 - $38.64 $191,311 - $214,954
5,563 New
5,563 $447,000

Others Institutions Holding CSM

# of Institutions
106
Shares Held
4.11M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES LARGE CAP CORE PLUS

CSM Quotes by TradingView
  • Ticker CSM
  • Sector ETFs
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More about CSM
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