Bison Wealth, LLC Proshares Large Cap Core Plus Transaction History
Bison Wealth, LLC
- $561 Million
- Q3 2024
A detailed history of Bison Wealth, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Bison Wealth, LLC holds 10,766 shares of CSM stock, worth $718,199. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,766
Previous 11,373
5.34%
Holding current value
$718,199
Previous $705,000
0.28%
% of portfolio
0.13%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding CSM
# of Institutions
93Shares Held
4.19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY894KShares$59.6 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA780KShares$52.1 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC387KShares$25.8 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL264KShares$17.6 Million0.43% of portfolio
-
Envestnet Asset Management Inc147KShares$9.83 Million0.0% of portfolio