TDV — PROSHARES TR

Ownership history in Crossmark Global Holdings, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Crossmark Global Holdings, Inc. reported a position in PROSHARES TR (TDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q2)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 11,985 +17 +0.1% 0.02% $1.0M $86.22
2025 Q2 REDUCED 11,968 -308 -2.5% 0.02% $996K $82.71
2025 Q1 INITIATED 12,276 — — 0.02% $893K $72.23
% of Fund (quarterly)    TDV price (monthly, adj. close)

Other funds also holding TDV

As of 2025 Q4 — sorted by position size

Coston, McIsaac & Partners 3Y 0.66% WealthPlan Investment Management, LLC 3Y 0.5% WealthPLAN Partners, LLC 3Y 7Y 0.49% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.44% MWA Asset Management 0.41% Split Rock Private Trading & Wealth Management, LLC 0.36% AMJ Financial Wealth Management 3Y 0.22% LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3Y 0.21% Concord Asset Management, LLC/VA 0.2% Lifetime Wealth Management P.C. 0.2%
← Back to Crossmark Global Holdings, Inc. Holdings