Rothschild Investment Corp Proshares Large Cap Core Plus Transaction History

Rothschild Investment Corp

$1.19 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 27, 2018	SELL	N/A	-17,750 Closed	0 $0
Q3 2017 Oct 25, 2017	BUY	N/A	17,750	17,750 $1.11 Million

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

$60.8 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

780K
Shares

$53.1 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

387K
Shares

$26.4 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

264K
Shares

$18 Million
0.43% of portfolio
Envestnet Asset Management Inc

147K
Shares

$10 Million
0.0% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
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