Hhm Wealth Advisors, LLC Proshares Large Cap Core Plus Transaction History
Hhm Wealth Advisors, LLC
- $735 Million
- Q1 2025
A detailed history of Hhm Wealth Advisors, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 1,000 shares of CSM stock, worth $66,840. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,170
14.53%
Holding current value
$66,840
Previous $77,000
18.18%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding CSM
# of Institutions
106Shares Held
4.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY819KShares$54.7 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA777KShares$51.9 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC347KShares$23.2 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL251KShares$16.8 Million0.56% of portfolio
-
Envestnet Asset Management Inc153KShares$10.2 Million0.0% of portfolio