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

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CSM

# of Institutions

106

Shares Held

3.51M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

811K
Shares

$61.4 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

398K
Shares

$30.1 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

289K
Shares

$21.9 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

199K
Shares

$15.1 Million
0.69% of portfolio
Stifel Financial Corp St. Louis, MO

120K
Shares

$9.12 Million
0.01% of portfolio

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About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
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