Perennial Investment Advisors, LLC Proshares Large Cap Core Plus Transaction History

Perennial Investment Advisors, LLC

  • $1.15 Billion
  • Q3 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 5,001 shares of CSM stock, worth $388,227. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,001
Previous 5,053 1.03%
Holding current value
$388,227
Previous $356,000 7.3%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$70.54 - $76.83 $3,668 - $3,995
-52 Reduced 1.03%
5,001 $382,000
Q1 2024

May 14, 2024
SELL
$53.9 - $60.74 $19,673 - $22,170
-365 Reduced 6.74%
5,053 $306,000
Q4 2023

Feb 14, 2024
SELL
$46.83 - $54.95 $27,629 - $32,420
-590 Reduced 9.82%
5,418 $296,000
Q3 2022

Nov 09, 2022
SELL
$42.25 - $50.98 $136,552 - $164,767
-3,232 Reduced 34.98%
6,008 $254,000
Q1 2022

May 09, 2022
BUY
$49.69 - $55.92 $229,567 - $258,350
4,620 Added 100.0%
9,240 $497,000
Q4 2021

Feb 14, 2022
BUY
$50.22 - $55.95 $232,016 - $258,489
4,620 New
4,620 $515,000

Others Institutions Holding CSM

# of Institutions
112
Shares Held
3.45M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES LARGE CAP CORE PLUS

CSM Quotes by TradingView
  • Ticker CSM
  • Sector ETFs
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