Advisory Alpha, LLC Proshares Large Cap Core Plus Transaction History

Advisory Alpha, LLC

$2.78 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$25.69 - $40.21 $1,207 - $1,889	-47 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$34.39 - $38.64 $1,616 - $1,816	47 New	47 $3.7 Million

Others Institutions Holding CSM

# of Institutions

93

Shares Held

4.17M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

894K
Shares

$60.9 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

780K
Shares

$53.2 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

387K
Shares

$26.4 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

242K
Shares

$16.5 Million
0.45% of portfolio
Envestnet Asset Management Inc

147K
Shares

$10 Million
0.0% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
Sector ETFs
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