Aj Wealth Strategies, LLC Proshares Large Cap Core Plus Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 30,382 shares of CSM stock, worth $1.97 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
30,382
Previous 30,382 -0.0%
Holding current value
$1.97 Million
Previous $1.45 Million 7.04%
% of portfolio
0.07%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 13, 2022
BUY
$49.69 - $55.92 $754,840 - $849,480
15,191 Added 100.0%
30,382 $1.64 Million
Q2 2021

Aug 16, 2021
SELL
$46.13 - $49.65 $36,073 - $38,826
-782 Reduced 4.9%
15,191 $1.51 Million
Q1 2021

May 06, 2021
BUY
$41.75 - $45.64 $30,394 - $33,225
728 Added 4.78%
15,973 $1.46 Million
Q3 2020

Nov 16, 2020
BUY
$35.55 - $40.72 $145,541 - $166,707
4,094 Added 36.71%
15,245 $1.16 Million
Q2 2020

Aug 14, 2020
SELL
$28.23 - $37.41 $59,480 - $78,822
-2,107 Reduced 15.89%
11,151 $791,000
Q1 2020

May 15, 2020
SELL
$25.69 - $40.21 $110,107 - $172,340
-4,286 Reduced 24.43%
13,258 $785,000
Q4 2019

Feb 14, 2020
SELL
$34.39 - $38.64 $94,985 - $106,723
-2,762 Reduced 13.6%
17,544 $1.35 Million
Q3 2019

Nov 26, 2019
SELL
$35.23 - $35.99 $26,880 - $27,460
-763 Reduced 3.62%
20,306 $1.44 Million
Q4 2017

Jul 19, 2018
SELL
N/A
-7 Reduced 0.03%
21,069 $1.41 Million
Q2 2017

Jul 19, 2018
SELL
N/A
-3,185 Reduced 13.13%
21,076 $1.27 Million
Q1 2017

Jul 19, 2018
BUY
N/A
716 Added 3.04%
24,261 $1.42 Million
Q4 2016

Jul 19, 2018
BUY
N/A
23,545
23,545 $1.3 Million

Others Institutions Holding CSM

# of Institutions
93
Shares Held
4.01M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES LARGE CAP CORE PLUS

CSM Quotes by TradingView
  • Ticker CSM
  • Sector ETFs
  • Industry ETFs
More about CSM
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