West Branch Capital LLC Proshares Large Cap Core Plus Transaction History
West Branch Capital LLC
- $363 Million
- Q3 2025
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 207 shares of CSM stock, worth $15,802. This represents 0.0% of its overall portfolio holdings.
Number of Shares
207
Previous 206
0.49%
Holding current value
$15,802
Previous $14,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding CSM
# of Institutions
103Shares Held
3.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY811KShares$61.9 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA398KShares$30.4 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC289KShares$22.1 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL199KShares$15.2 Million0.69% of portfolio
-
Stifel Financial Corp St. Louis, MO120KShares$9.2 Million0.01% of portfolio