Wetzel Investment Advisors, Inc. Proshares Large Cap Core Plus Transaction History

Wetzel Investment Advisors, Inc.

$194 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 31, 2024	BUY	$46.83 - $54.95 $109,113 - $128,033	2,330 New	2,330 $128,000

Others Institutions Holding CSM

# of Institutions

93

Shares Held

4.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

894K
Shares

$60 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

780K
Shares

$52.4 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

387K
Shares

$26 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

242K
Shares

$16.2 Million
0.45% of portfolio
Envestnet Asset Management Inc

147K
Shares

$9.89 Million
0.0% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
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