Heritage Wealth Management, LLC Proshares Large Cap Core Plus Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Aug 15, 2022
BUY
$49.69 - $55.92 $44,025 - $49,545
886 Added 98.88%
1,782 $96,000
Q2 2021

Aug 11, 2021
SELL
$46.13 - $49.65 $5,443 - $5,858
-118 Reduced 11.64%
896 $89,000
Q1 2021

Jul 16, 2021
BUY
$41.75 - $45.64 $42,334 - $46,278
1,014 New
1,014 $93,000

Others Institutions Holding CSM

# of Institutions
92
Shares Held
3.95M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES LARGE CAP CORE PLUS

CSM Quotes by TradingView
  • Ticker CSM
  • Sector ETFs
  • Industry ETFs
More about CSM
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