Le Clair Wealth Partners LLC Proshares Large Cap Core Plus Transaction History
Le Clair Wealth Partners LLC
- $139 Billion
- Q1 2025
A detailed history of Le Clair Wealth Partners LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Le Clair Wealth Partners LLC holds 3,686 shares of CSM stock, worth $248,436. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,686
Previous 3,686
-0.0%
Holding current value
$248,436
Previous $244 Million
3.65%
% of portfolio
0.17%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding CSM
# of Institutions
106Shares Held
4.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY819KShares$55.2 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA777KShares$52.3 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC347KShares$23.4 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL251KShares$16.9 Million0.56% of portfolio
-
Envestnet Asset Management Inc153KShares$10.3 Million0.0% of portfolio