Evermay Wealth Management LLC Proshares Large Cap Core Plus Transaction History

Evermay Wealth Management LLC

  • $756 Million
  • Q1 2025

A detailed history of Evermay Wealth Management LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Evermay Wealth Management LLC holds 4,342 shares of CSM stock, worth $292,650. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,342
Previous 4,382 0.91%
Holding current value
$292,650
Previous $289,000 4.5%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$63.0 - $69.13 $2,520 - $2,765
-40 Reduced 0.91%
4,342 $276,000
Q3 2023

Nov 13, 2023
SELL
$48.53 - $52.88 $4,853 - $5,288
-100 Reduced 2.23%
4,382 $213,000
Q2 2023

Aug 10, 2023
SELL
$46.34 - $51.02 $11,585 - $12,755
-250 Reduced 5.28%
4,482 $228,000
Q1 2022

May 16, 2022
BUY
$49.69 - $55.92 $117,566 - $132,306
2,366 Added 100.0%
4,732 $255,000
Q3 2021

Nov 12, 2021
SELL
$49.13 - $52.68 $3,684 - $3,951
-75 Reduced 3.07%
2,366 $237,000
Q4 2020

Feb 16, 2021
BUY
$36.62 - $42.19 $89,389 - $102,985
2,441 New
2,441 $206,000
Q4 2019

Feb 11, 2020
SELL
$34.39 - $38.64 $109,910 - $123,493
-3,196 Closed
0 $0
Q2 2019

Jul 23, 2019
SELL
N/A
-534 Reduced 14.32%
3,196 $225,000
Q4 2018

Jan 24, 2019
SELL
N/A
-100 Reduced 2.61%
3,730 $226,000
Q1 2018

May 04, 2018
SELL
N/A
-100 Reduced 2.54%
3,830 $255,000
Q3 2017

Oct 23, 2017
BUY
N/A
3,930
3,930 $246,000

Others Institutions Holding CSM

# of Institutions
106
Shares Held
4.11M
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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