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

101

Shares Held

4.09M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

865K
Shares

$54.5 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

780K
Shares

$49.1 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

$9.69 Million
0.0% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Palladiem, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palladiem, LLC with notifications on news.