Liberty Wealth Management LLC Proshares Large Cap Core Plus Put Options Transaction History

Liberty Wealth Management LLC

$578 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CSM

# of Institutions

99

Shares Held

4.06M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

865K
Shares

$54.1 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

780K
Shares

$48.8 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

297K
Shares

$18.6 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

251K
Shares

$15.7 Million
0.56% of portfolio
Envestnet Asset Management Inc

153K
Shares

$9.56 Million
0.0% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
Sector ETFs
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