Wealth Effects LLC Proshares Large Cap Core Plus Transaction History
Wealth Effects LLC
- $255 Million
- Q4 2024
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 $207,009. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,203
Previous 3,203
-0.0%
Holding current value
$207,009
Previous $209,000
0.96%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding CSM
# of Institutions
101Shares Held
4.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY865KShares$55.9 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA780KShares$50.4 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC297KShares$19.2 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL251KShares$16.2 Million0.56% of portfolio
-
Envestnet Asset Management Inc154KShares$9.94 Million0.0% of portfolio