West Branch Capital LLC Proshares Large Cap Core Plus Transaction History
West Branch Capital LLC
- $274 Million
- Q3 2024
A detailed history of West Branch Capital LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, West Branch Capital LLC holds 205 shares of CSM stock, worth $13,675. This represents 0.0% of its overall portfolio holdings.
Number of Shares
205
Previous 204
0.49%
Holding current value
$13,675
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding CSM
# of Institutions
93Shares Held
4.19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY894KShares$59.6 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA780KShares$52.1 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC387KShares$25.8 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL264KShares$17.6 Million0.43% of portfolio
-
Envestnet Asset Management Inc147KShares$9.83 Million0.0% of portfolio