Kingswood Wealth Advisors, LLC Proshares Large Cap Core Plus Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 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 4,409 shares of CSM stock, worth $336,583. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,409
Previous 3,159 39.57%
Holding current value
$336,583
Previous $223 Million 51.65%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$70.54 - $76.83 $88,175 - $96,037
1,250 Added 39.57%
4,409 $338 Million
Q2 2025

Jul 23, 2025
BUY
$56.33 - $70.47 $177,946 - $222,614
3,159 New
3,159 $223 Million

Others Institutions Holding CSM

# of Institutions
104
Shares Held
3.47M
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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