Trustcore Financial Services, LLC Proshares Large Cap Core Plus Transaction History

Trustcore Financial Services, LLC

$1.13 Billion
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$43.74 - $54.02 $918 - $1,134	-21 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$49.69 - $55.92 $1,043 - $1,174	21 New	21 $1,000

Others Institutions Holding CSM

# of Institutions

93

Shares Held

4.17M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

894K
Shares

$60.9 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

780K
Shares

$53.2 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

242K
Shares

$16.5 Million
0.45% 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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