Wealthsource Partners, LLC Proshares Large Cap Core Plus Put Options Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CSM

# of Institutions

106

Shares Held

3.47M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

811K
Shares

$62.7 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

398K
Shares

$30.8 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

289K
Shares

$22.4 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

176K
Shares

$13.6 Million
0.14% of portfolio
Stifel Financial Corp St. Louis, MO

120K
Shares

$9.32 Million
0.01% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthsource Partners, LLC with notifications on news.