Liberty Wealth Management LLC Proshares Large Cap Core Plus Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 30, 2019	SELL	$35.23 - $35.99 $7,045 - $7,198	-200 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	200 New	200 $14,000

Others Institutions Holding CSM

# of Institutions

93

Shares Held

4.01M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

864K
Shares

$56.1 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

781K
Shares

$50.7 Million
0.12% of portfolio
National Asset Management, Inc. Boca Raton, FL

264K
Shares

$17.2 Million
0.43% of portfolio
Envestnet Asset Management Inc

167K
Shares

$10.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

140K
Shares

$9.12 Million
0.0% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
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