Willow Creek Wealth Management Inc. Proshares Large Cap Core Plus Transaction History
Willow Creek Wealth Management Inc.
- $1.15 Billion
- Q3 2025
A detailed history of Willow Creek Wealth Management Inc. transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 7,389 shares of CSM stock, worth $573,608. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,389Holding current value
$573,608% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding CSM
# of Institutions
112Shares Held
3.45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY814KShares$63.2 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA396KShares$30.8 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC302KShares$23.5 Million0.01% of portfolio
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National Asset Management, Inc. Boca Raton, FL176KShares$13.7 Million0.14% of portfolio
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Stifel Financial Corp St. Louis, MO121KShares$9.38 Million0.01% of portfolio