Hhm Wealth Advisors, LLC Proshares Large Cap Core Plus Transaction History
Hhm Wealth Advisors, LLC
- $697 Million
- Q3 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 1,170 shares of CSM stock, worth $78,191. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,170
Previous 1,170
-0.0%
Holding current value
$78,191
Previous $72,000
5.56%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding CSM
# of Institutions
93Shares Held
4.17MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY894KShares$59.7 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA780KShares$52.2 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC387KShares$25.9 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL242KShares$16.2 Million0.45% of portfolio
-
Envestnet Asset Management Inc147KShares$9.85 Million0.0% of portfolio