Waterfront Wealth Inc. Proshares Large Cap Core Plus Transaction History
Waterfront Wealth Inc.
- $355 Million
- Q2 2024
A detailed history of Waterfront Wealth Inc. transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Waterfront Wealth Inc. holds 98,894 shares of CSM stock, worth $6.16 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
98,894
Previous 106,261
6.93%
Holding current value
$6.16 Million
Previous $6.45 Million
4.96%
% of portfolio
1.73%
Previous 1.8%
Shares
15 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