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 $2 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
25,714
Previous 25,714
-0.0%
Holding current value
$2 Million
Previous $1.8 Million
8.0%
% of portfolio
0.21%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding CSM
# of Institutions
112Shares Held
3.45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY814KShares$63.2 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA396KShares$30.8 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC302KShares$23.5 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL176KShares$13.7 Million0.14% of portfolio
-
Stifel Financial Corp St. Louis, MO121KShares$9.38 Million0.01% of portfolio