Sea Crest Wealth Management, LLC Proshares Large Cap Core Plus Transaction History
Sea Crest Wealth Management, LLC
- $858 Million
- Q2 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 12,114 shares of CSM stock, worth $754,338. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,114
Previous 9,714
24.71%
Holding current value
$754,338
Previous $590,000
27.29%
% of portfolio
0.09%
Previous 0.07%
Shares
24 transactions
Others Institutions Holding CSM
# of Institutions
91Shares Held
3.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY864KShares$53.8 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA781KShares$48.6 Million0.12% of portfolio
-
National Asset Management, Inc. Boca Raton, FL264KShares$16.5 Million0.43% of portfolio
-
Envestnet Asset Management Inc167KShares$10.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$8.74 Million0.0% of portfolio