Hcr Wealth Advisors Proshares Large Cap Core Plus Transaction History
Hcr Wealth Advisors
- $940 Million
- Q3 2025
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 25,714 shares of CSM stock, worth $1.95 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
25,714
Previous 25,714
-0.0%
Holding current value
$1.95 Million
Previous $1.8 Million
8.0%
% of portfolio
0.21%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding CSM
# of Institutions
106Shares Held
3.51MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY811KShares$61.4 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA398KShares$30.1 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC289KShares$21.9 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL199KShares$15.1 Million0.69% of portfolio
-
Stifel Financial Corp St. Louis, MO120KShares$9.12 Million0.01% of portfolio