Wealth Effects LLC Proshares Large Cap Core Plus Transaction History

Wealth Effects LLC

$268 Million
Q3 2025

A detailed history of Wealth Effects LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Wealth Effects LLC holds 3,203 shares of CSM stock, worth $248,648. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,203

Holding current value

$248,648

% of portfolio

0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$70.54 - $76.83 $225,939 - $246,086	3,203 New	3,203 $245,000
Q3 2024 Oct 21, 2024	BUY	$58.62 - $65.37 $187,759 - $209,380	3,203 New	3,203 $209,000
Q2 2022 Aug 03, 2022	SELL	$43.74 - $54.02 $183,839 - $227,046	-4,203 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$49.69 - $55.92 $104,448 - $117,543	2,102 Added 100.05%	4,203 $226,000
Q4 2021 Feb 09, 2022	BUY	$50.22 - $55.95 $105,512 - $117,550	2,101 New	2,101 $234,000

Others Institutions Holding CSM

# of Institutions

112

Shares Held

3.45M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

814K
Shares

$63.2 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

396K
Shares

$30.8 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

302K
Shares

$23.5 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

176K
Shares

$13.7 Million
0.14% of portfolio
Stifel Financial Corp St. Louis, MO

121K
Shares

$9.38 Million
0.01% of portfolio

View Full List

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
Sector ETFs
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