New Edge Advisors, LLC Proshares Large Cap Core Plus Transaction History

New Edge Advisors, LLC

$20.5 Billion
Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, New Edge Advisors, LLC holds 4,109 shares of CSM stock, worth $318,981. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,109

Holding current value

$318,981

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$70.54 - $76.83 $289,848 - $315,694	4,109 New	4,109 $314,000

Others Institutions Holding CSM

# of Institutions

112

Shares Held

3.45M

Call Options Held

Put Options Held

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

View Full List

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
Sector ETFs
Industry ETFs

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New Edge Advisors, LLC Proshares Large Cap Core Plus Transaction History