Perennial Investment Advisors, LLC Proshares Large Cap Core Plus Transaction History

Perennial Investment Advisors, LLC

  • $761 Million
  • Q3 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 5,053 shares of CSM stock, worth $341,734. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,053
Previous 5,053 -0.0%
Holding current value
$341,734
Previous $313,000 5.43%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$53.9 - $60.74 $19,673 - $22,170
-365 Reduced 6.74%
5,053 $306,000
Q4 2023

Feb 14, 2024
SELL
$46.83 - $54.95 $27,629 - $32,420
-590 Reduced 9.82%
5,418 $296,000
Q3 2022

Nov 09, 2022
SELL
$42.25 - $50.98 $136,552 - $164,767
-3,232 Reduced 34.98%
6,008 $254,000
Q1 2022

May 09, 2022
BUY
$49.69 - $55.92 $229,567 - $258,350
4,620 Added 100.0%
9,240 $497,000
Q4 2021

Feb 14, 2022
BUY
$50.22 - $55.95 $232,016 - $258,489
4,620 New
4,620 $515,000

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 Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, 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 Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email