Caldwell Sutter Capital, Inc. Proshares Large Cap Core Plus Transaction History
Caldwell Sutter Capital, Inc.
- $218 Billion
- Q2 2025
A detailed history of Caldwell Sutter Capital, Inc. transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 3,330 shares of CSM stock, worth $241,757. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,330
Previous 3,330
-0.0%
Holding current value
$241,757
Previous $212 Million
10.59%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding CSM
# of Institutions
105Shares Held
3.98MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY819KShares$59.4 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA777KShares$56.4 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC347KShares$25.2 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL251KShares$18.2 Million0.56% of portfolio
-
Onyx Bridge Wealth Group LLC116KShares$8.44 Million1.2% of portfolio