Clearstead Advisors, LLC Proshares Large Cap Core Plus Transaction History

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025

A detailed history of Clearstead Advisors, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Clearstead Advisors, LLC holds 4,745 shares of CSM stock, worth $362,233. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,745
Previous 4,745 -0.0%
Holding current value
$362,233
Previous $302,000 10.6%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024
BUY
$53.9 - $60.74 $110,495 - $124,517
2,050 Added 76.07%
4,745 $288,000
Q4 2023

Feb 12, 2024
SELL
$46.83 - $54.95 $196,920 - $231,064
-4,205 Reduced 60.94%
2,695 $147,000
Q3 2023

Nov 07, 2023
BUY
$48.53 - $52.88 $315,445 - $343,720
6,500 Added 1625.0%
6,900 $336,000
Q2 2023

Aug 07, 2023
BUY
$46.34 - $51.02 $18,536 - $20,408
400 New
400 $20,000

Others Institutions Holding CSM

# of Institutions
103
Shares Held
3.5M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES LARGE CAP CORE PLUS

CSM Quotes by TradingView
  • Ticker CSM
  • Sector ETFs
  • Industry ETFs
More about CSM
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