Qtr Family Wealth, LLC Proshares Large Cap Core Plus Transaction History
Qtr Family Wealth, LLC
- $133 Billion
- Q1 2025
A detailed history of Qtr Family Wealth, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Qtr Family Wealth, LLC holds 10,308 shares of CSM stock, worth $644,765. This represents 0.5% of its overall portfolio holdings.
Number of Shares
10,308Holding current value
$644,765% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding CSM
# of Institutions
101Shares Held
4.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY865KShares$54.1 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA780KShares$48.8 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC347KShares$21.7 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL251KShares$15.7 Million0.56% of portfolio
-
Envestnet Asset Management Inc153KShares$9.56 Million0.0% of portfolio