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

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

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

Shares Held

4.17M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

894K
Shares

$60.9 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

780K
Shares

$53.2 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

387K
Shares

$26.4 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

242K
Shares

$16.5 Million
0.45% of portfolio
Envestnet Asset Management Inc

147K
Shares

$10 Million
0.0% of portfolio

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