Moneta Group Investment Advisors LLC Proshares Large Cap Core Plus Call Options Transaction History

Moneta Group Investment Advisors LLC

$12.3 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CSM

# of Institutions

112

Shares Held

3.48M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

814K
Shares

$63.2 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

396K
Shares

$30.8 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

302K
Shares

$23.5 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

176K
Shares

$13.7 Million
0.14% of portfolio
Stifel Financial Corp St. Louis, MO

121K
Shares

$9.38 Million
0.01% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
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