Asset Dedication, LLC Proshares Large Cap Core Plus Call Options Transaction History

Asset Dedication, LLC

$1.46 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CSM

# of Institutions

93

Shares Held

3.99M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

864K
Shares

$58.9 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

781K
Shares

$53.2 Million
0.12% of portfolio
National Asset Management, Inc. Boca Raton, FL

264K
Shares

$18 Million
0.43% of portfolio
Envestnet Asset Management Inc

147K
Shares

$10 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

140K
Shares

$9.56 Million
0.0% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Dedication, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Dedication, LLC with notifications on news.