Palladiem, LLC Proshares Large Cap Core Plus Transaction History

Palladiem, LLC

$89 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$41.75 - $45.64 $171,676 - $187,671	-4,112 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$36.62 - $42.19 $150,581 - $173,485	4,112 New	4,112 $347,000

Others Institutions Holding CSM

# of Institutions

93

Shares Held

4.19M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

894K
Shares

$60.5 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

780K
Shares

$52.8 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

387K
Shares

$26.2 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

264K
Shares

$17.9 Million
0.43% of portfolio
Envestnet Asset Management Inc

147K
Shares

$9.98 Million
0.0% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
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