Accuvest Global Advisors Proshares Large Cap Core Plus Transaction History

Accuvest Global Advisors

$113 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-2,800 Closed	0 $0
Q3 2018 Oct 31, 2018	BUY	N/A	2,800 New	2,800 $202,000

Others Institutions Holding CSM

# of Institutions

93

Shares Held

4.19M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

894K
Shares

$59.6 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

780K
Shares

$52.1 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

387K
Shares

$25.8 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

264K
Shares

$17.6 Million
0.43% of portfolio
Envestnet Asset Management Inc

147K
Shares

$9.83 Million
0.0% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
Sector ETFs
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