Hcr Wealth Advisors Proshares Large Cap Core Plus Transaction History
Hcr Wealth Advisors
- $759 Million
- Q1 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 $1.73 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
25,714
Previous 25,714
-0.0%
Holding current value
$1.73 Million
Previous $1.7 Million
3.65%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding CSM
# of Institutions
106Shares Held
4.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY819KShares$55.2 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA777KShares$52.3 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC347KShares$23.4 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL251KShares$16.9 Million0.56% of portfolio
-
Envestnet Asset Management Inc153KShares$10.3 Million0.0% of portfolio