Bison Wealth, LLC Proshares Large Cap Core Plus Transaction History

Bison Wealth, LLC

  • $561 Million
  • Q3 2024

A detailed history of Bison Wealth, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Bison Wealth, LLC holds 10,766 shares of CSM stock, worth $728,104. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,766
Previous 11,373 5.34%
Holding current value
$728,104
Previous $705,000 0.28%
% of portfolio
0.13%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$58.62 - $65.37 $35,582 - $39,679
-607 Reduced 5.34%
10,766 $703,000
Q1 2024

May 10, 2024
BUY
$53.9 - $60.74 $8,570 - $9,657
159 Added 1.42%
11,373 $690,000
Q4 2023

Jan 30, 2024
BUY
$46.83 - $54.95 $3,886 - $4,560
83 Added 0.75%
11,214 $614,000
Q3 2023

Nov 13, 2023
BUY
$48.53 - $52.88 $14,850 - $16,181
306 Added 2.83%
11,131 $543,000
Q2 2023

Aug 14, 2023
BUY
$46.34 - $51.02 $501,630 - $552,291
10,825 New
10,825 $552,000

Others Institutions Holding CSM

# of Institutions
93
Shares Held
4.17M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES LARGE CAP CORE PLUS

CSM Quotes by TradingView
  • Ticker CSM
  • Sector ETFs
  • Industry ETFs
More about CSM
Track This Portfolio

Track Bison Wealth, LLC Portfolio

Follow Bison Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Bison Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email