A detailed history of Atria Wealth Solutions, Inc. transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 3,515 shares of CSM stock, worth $235,856. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,515
Previous 3,515 -0.0%
Holding current value
$235,856
Previous $218,000 5.05%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$53.9 - $60.74 $189,458 - $213,501
3,515 New
3,515 $213,000
Q4 2022

Feb 13, 2023

BUY
$42.45 - $48.4 $200,151 - $228,206
4,715 New
4,715 $211,000
Q2 2022

Aug 15, 2022

BUY
$43.74 - $54.02 $206,234 - $254,704
4,715 New
4,715 $210,000

Others Institutions Holding CSM

About PROSHARES LARGE CAP CORE PLUS


  • Ticker CSM
  • Sector ETFs
  • Industry ETFs
More about CSM
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.