Wealthcare Advisory Partners LLC Proshares Large Cap Core Plus Transaction History

Wealthcare Advisory Partners LLC

  • $4.56 Billion
  • Q3 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 4,422 shares of CSM stock, worth $343,279. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,422
Previous 4,445 0.52%
Holding current value
$343,279
Previous $311,000 8.68%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$70.54 - $76.83 $1,622 - $1,767
-23 Reduced 0.52%
4,422 $338,000
Q2 2025

Jul 22, 2025
SELL
$56.33 - $70.47 $1,689 - $2,114
-30 Reduced 0.67%
4,445 $311,000
Q1 2025

Apr 14, 2025
SELL
$63.0 - $69.13 $2,835 - $3,110
-45 Reduced 1.0%
4,475 $284,000
Q4 2024

Jan 15, 2025
SELL
$64.59 - $69.02 $4,392 - $4,693
-68 Reduced 1.48%
4,520 $298,000
Q3 2024

Nov 04, 2024
SELL
$58.62 - $65.37 $3,868 - $4,314
-66 Reduced 1.42%
4,588 $299,000
Q2 2024

Aug 09, 2024
BUY
$57.14 - $62.16 $60,739 - $66,076
1,063 Added 29.6%
4,654 $288,000
Q1 2024

Apr 15, 2024
SELL
$53.9 - $60.74 $5,336 - $6,013
-99 Reduced 2.68%
3,591 $218,000
Q4 2023

Feb 06, 2024
SELL
$46.83 - $54.95 $58,490 - $68,632
-1,249 Reduced 25.29%
3,690 $202,000
Q3 2023

Oct 12, 2023
SELL
$48.53 - $52.88 $17,422 - $18,983
-359 Reduced 6.78%
4,939 $241,000
Q2 2023

Jul 17, 2023
SELL
$46.34 - $51.02 $3,799 - $4,183
-82 Reduced 1.52%
5,298 $270,000
Q1 2023

May 04, 2023
BUY
$44.64 - $49.51 $240,163 - $266,363
5,380 New
5,380 $256,000
Q2 2021

Aug 16, 2021
SELL
$46.13 - $49.65 $14,069 - $15,143
-305 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$41.75 - $45.64 $12,733 - $13,920
305 New
305 $28,000
Q2 2020

Jul 29, 2020
SELL
$28.23 - $37.41 $8,469 - $11,222
-300 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$25.69 - $40.21 $25 - $40
1 Added 0.33%
300 $18,000
Q4 2019

Jan 29, 2020
BUY
$34.39 - $38.64 $68 - $77
2 Added 0.67%
299 $23,000
Q3 2019

Oct 17, 2019
BUY
$35.23 - $35.99 $35 - $35
1 Added 0.34%
297 $21,000
Q1 2019

May 13, 2019
BUY
N/A
2 Added 0.68%
296 $20,000
Q4 2018

Feb 14, 2019
BUY
N/A
1 Added 0.34%
294 $18,000
Q2 2018

Aug 14, 2018
BUY
N/A
1 Added 0.34%
293 $20,000
Q1 2018

May 15, 2018
BUY
N/A
2 Added 0.69%
292 $19,000
Q4 2017

Feb 14, 2018
BUY
N/A
1 Added 0.35%
290 $19,000
Q3 2017

Nov 15, 2017
BUY
N/A
289
289 $18,000

Others Institutions Holding CSM

# of Institutions
112
Shares Held
3.45M
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
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More about CSM
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