Win Advisors, Inc Proshares Large Cap Core Plus Transaction History

Win Advisors, Inc

$201 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$58.62 - $65.37 $3.7 Million - $4.12 Million	63,063 New	63,063 $4.12 Million

Others Institutions Holding CSM

# of Institutions

92

Shares Held

4.09M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

894K
Shares

$61.2 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

780K
Shares

$53.5 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

387K
Shares

$26.5 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

242K
Shares

$16.6 Million
0.45% of portfolio
Envestnet Asset Management Inc

147K
Shares

$10.1 Million
0.0% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
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