Lion Street Advisors, LLC Proshares Large Cap Core Plus Transaction History

Lion Street Advisors, LLC

$306 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$28.23 - $37.41 $1,806 - $2,394	-64 Closed	0 $0
Q1 2020 May 06, 2020	BUY	$25.69 - $40.21 $1,644 - $2,573	64 New	64 $4,000

Others Institutions Holding CSM

# of Institutions

100

Shares Held

4.06M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

865K
Shares

$54.3 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

780K
Shares

$48.9 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

297K
Shares

$18.7 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

251K
Shares

$15.8 Million
0.56% of portfolio
Envestnet Asset Management Inc

154K
Shares

$9.66 Million
0.0% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
Sector ETFs
Industry ETFs

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