Wealth Plan Partners, LLC Proshares Large Cap Core Plus Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
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 7,239 shares of CSM stock, worth $462,354. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,239
Previous 7,839
7.65%
Holding current value
$462,354
Previous $476 Million
5.69%
% of portfolio
0.05%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding CSM
# of Institutions
91Shares Held
3.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY864KShares$55.2 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA781KShares$49.9 Million0.12% of portfolio
-
National Asset Management, Inc. Boca Raton, FL264KShares$16.9 Million0.43% of portfolio
-
Envestnet Asset Management Inc167KShares$10.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$8.97 Million0.0% of portfolio