Wealth Effects LLC Proshares Large Cap Core Plus Transaction History

Wealth Effects LLC

  • $218 Million
  • Q1 2025

A detailed history of Wealth Effects LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Wealth Effects LLC holds 3,203 shares of CSM stock, worth $214,088. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,203
Previous 3,203 -0.0%
Holding current value
$214,088
Previous $211,000 3.32%
% of portfolio
0.09%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$58.62 - $65.37 $187,759 - $209,380
3,203 New
3,203 $209,000
Q2 2022

Aug 03, 2022
SELL
$43.74 - $54.02 $183,839 - $227,046
-4,203 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$49.69 - $55.92 $104,448 - $117,543
2,102 Added 100.05%
4,203 $226,000
Q4 2021

Feb 09, 2022
BUY
$50.22 - $55.95 $105,512 - $117,550
2,101 New
2,101 $234,000

Others Institutions Holding CSM

# of Institutions
106
Shares Held
4.11M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES LARGE CAP CORE PLUS

CSM Quotes by TradingView
  • Ticker CSM
  • Sector ETFs
  • Industry ETFs
More about CSM
Track This Portfolio

Track Wealth Effects LLC Portfolio

Follow Wealth Effects LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email