Hcr Wealth Advisors Proshares Large Cap Core Plus Transaction History

Hcr Wealth Advisors

$698 Million
Q2 2024

A detailed history of Hcr Wealth Advisors transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Hcr Wealth Advisors holds 5,000 shares of CSM stock, worth $318,350. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,000

Holding current value

$318,350

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$57.14 - $62.16 $285,700 - $310,800	5,000 New	5,000 $310,000

Others Institutions Holding CSM

# of Institutions

Shares Held

3.92M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

864K
Shares

$55 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

781K
Shares

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

264K
Shares

$16.8 Million
0.43% of portfolio
Envestnet Asset Management Inc

167K
Shares

$10.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

140K
Shares

$8.94 Million
0.0% of portfolio

View Full List

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
Sector ETFs
Industry ETFs

More about CSM

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