B. Riley Wealth Advisors, Inc.
Position in CSM — ProShares Large Cap Core Plus
CIK 1464811
MEMPHIS, TN
All Filings in CSM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 CSM | $15,219,330 | 238,847 | Shares | Sole | 2026-08-28 | |
| 2024-12-31 CSM | $16,623,098 | 251,332 | Shares | Sole | 2025-02-25 | |
| 2024-06-30 CSM | $16,387,519 | 264,187 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 CSM | $24,225,602 | 398,841 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 CSM | $14,969,681 | 273,319 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 CSM | $19,467,429 | 398,841 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 CSM | $15,289,367 | 299,674 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 CSM | $15,935,556 | 334,289 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 CSM | $17,373,074 | 386,842 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 CSM | $16,393,718 | 388,017 | Shares | Other | 2022-11-22 | |
| 2022-06-30 CSM | $2,112,551 | 47,356 | Shares | Other | 2022-08-12 | |
| 2022-03-31 CSM | $2,488,582 | 46,239 | Shares | Other | 2022-05-02 | |
| 2021-12-31 CSM | $1,308,647 | 23,503 | Shares | Other | 2022-01-28 | |
| 2021-09-30 CSM | $1,200,737 | 23,974 | Shares | Other | 2021-11-16 | |
| 2021-06-30 CSM | $1,199,820 | 24,168 | Shares | Other | 2021-08-10 | |
| 2021-03-31 CSM | $1,125,619 | 24,663 | Shares | Other | 2021-05-13 | |
| 2020-12-31 CSM | $978,765 | 23,199 | Shares | Other | 2021-02-04 | |
| 2020-09-30 CSM | $955,853 | 25,065 | Shares | Other | 2020-11-09 | |
| 2020-06-30 CSM | $878,111 | 24,746 | Shares | Other | 2020-07-31 | |
| 2020-03-31 CSM | $730,054 | 24,664 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||