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 $2.08 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
30,382
Previous 30,382
-0.0%
Holding current value
$2.08 Million
Previous $1.45 Million
7.04%
% of portfolio
0.07%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding CSM
# of Institutions
93Shares Held
4.19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY894KShares$61.2 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA780KShares$53.5 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC387KShares$26.5 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL264KShares$18.1 Million0.43% of portfolio
-
Envestnet Asset Management Inc147KShares$10.1 Million0.0% of portfolio