Comprehensive Financial Consultants Institutional, Inc. Proshares Large Cap Core Plus Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$231 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	N/A	-52 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	N/A	52 New	52 $2,000

Others Institutions Holding CSM

# of Institutions

Shares Held

4.09M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

856K
Shares

$53.3 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

798K
Shares

$49.7 Million
0.12% of portfolio
National Asset Management, Inc. Boca Raton, FL

399K
Shares

$24.8 Million
0.56% of portfolio
Envestnet Asset Management Inc

176K
Shares

$10.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

145K
Shares

$9.01 Million
0.0% of portfolio

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