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

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$49.69 - $55.92 $2,583 - $2,907	-52 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$50.22 - $55.95 $2,611 - $2,909	52 New	52 $2,000

Others Institutions Holding CSM

# of Institutions

104

Shares Held

3.47M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

811K
Shares

$61.9 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

398K
Shares

$30.4 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

289K
Shares

$22.1 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

176K
Shares

$13.5 Million
0.14% of portfolio
Stifel Financial Corp St. Louis, MO

120K
Shares

$9.2 Million
0.01% of portfolio

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