Bison Wealth, LLC Proshares Large Cap Core Plus Transaction History
Bison Wealth, LLC
- $383 Million
- Q4 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 10,466 shares of CSM stock, worth $703,524. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,466
Previous 10,766
2.79%
Holding current value
$703,524
Previous $703,000
1.56%
% of portfolio
0.18%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding CSM
# of Institutions
101Shares Held
4.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY865KShares$58.2 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA780KShares$52.4 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC297KShares$20 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL251KShares$16.9 Million0.56% of portfolio
-
Envestnet Asset Management Inc154KShares$10.3 Million0.0% of portfolio