Wealth Enhancement & Preservation Of Ga, LLC Proshares Large Cap Core Plus Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 27, 2020	SELL	$25.69 - $40.21 $93,614 - $146,525	-3,644 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$34.39 - $38.64 $125,317 - $140,804	3,644 New	3,644 $282,000

Others Institutions Holding CSM

# of Institutions

Shares Held

3.95M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

864K
Shares

$55.8 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

781K
Shares

$50.4 Million
0.12% of portfolio
National Asset Management, Inc. Boca Raton, FL

264K
Shares

$17.1 Million
0.43% of portfolio
Envestnet Asset Management Inc

167K
Shares

$10.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

140K
Shares

$9.07 Million
0.0% of portfolio

View Full List

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
Sector ETFs
Industry ETFs

More about CSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Account