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

Wealth Plan Partners, LLC

$709 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CSM

# of Institutions

106

Shares Held

4.11M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

819K
Shares

$55 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

777K
Shares

$52.2 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

347K
Shares

$23.3 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

251K
Shares

$16.9 Million
0.56% of portfolio
Envestnet Asset Management Inc

153K
Shares

$10.3 Million
0.0% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
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