Kingswood Wealth Advisors, LLC Proshares Large Cap Core Plus Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,159 shares of CSM stock, worth $239,009. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,159Holding current value
$239,009% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding CSM
# of Institutions
106Shares Held
3.51MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY811KShares$61.4 Million0.0% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA398KShares$30.1 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC289KShares$21.9 Million0.01% of portfolio
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National Asset Management, Inc. Boca Raton, FL199KShares$15.1 Million0.69% of portfolio
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Stifel Financial Corp St. Louis, MO120KShares$9.12 Million0.01% of portfolio