Hcr Wealth Advisors Proshares Large Cap Core Plus Transaction History
Hcr Wealth Advisors
- $757 Million
- Q3 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 25,714 shares of CSM stock, worth $1.75 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
25,714
Previous 5,000
414.28%
Holding current value
$1.75 Million
Previous $310,000
441.94%
% of portfolio
0.22%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CSM
# of Institutions
93Shares Held
4.17MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY894KShares$60.9 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA780KShares$53.2 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC387KShares$26.4 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL242KShares$16.5 Million0.45% of portfolio
-
Envestnet Asset Management Inc147KShares$10 Million0.0% of portfolio