Kestra Advisory Services, LLC
Position in CSM — ProShares Large Cap Core Plus
CIK 1830819
AUSTIN, TX
All Filings in CSM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CSM | $2,659,476 | 35,545 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 CSM | $2,833,819 | 35,565 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 CSM | $2,726,198 | 35,604 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 CSM | $2,496,540 | 35,427 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 CSM | $2,254,987 | 35,389 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 CSM | $2,445,526 | 36,975 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 CSM | $2,384,632 | 36,479 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 CSM | $2,284,813 | 36,834 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 CSM | $2,214,215 | 36,454 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 CSM | $539,703 | 9,854 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 CSM | $614,908 | 12,598 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 CSM | $582,291 | 11,413 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 CSM | $714,191 | 14,982 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 CSM | $668,350 | 14,882 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 CSM | $607,090 | 14,369 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 CSM | $584,034 | 13,092 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 CSM | $717,958 | 13,340 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 CSM | $347,554 | 6,242 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 CSM | $219,823 | 4,389 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 CSM | $205,033 | 4,130 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 CSM | $184,796 | 4,049 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 CSM | $234,745 | 5,564 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 CSM | $2,059 | 54 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||