Captrust Financial Advisors Proshares Large Cap Core Plus Transaction History

Captrust Financial Advisors

$30.9 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	BUY	$49.69 - $55.92 $5,764 - $6,486	116 Added 100.0%	232 $12,000
Q1 2021 May 17, 2021	BUY	$41.75 - $45.64 $4,843 - $5,294	116 New	116 $11,000

Others Institutions Holding CSM

# of Institutions

92

Shares Held

3.95M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

864K
Shares

$57.5 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

781K
Shares

$52 Million
0.12% of portfolio
National Asset Management, Inc. Boca Raton, FL

264K
Shares

$17.6 Million
0.43% of portfolio
Envestnet Asset Management Inc

167K
Shares

$11.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

140K
Shares

$9.35 Million
0.0% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
Sector ETFs
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