CSM — PROSHARES TR PROSHARES LARGE CAP CORE PLUS

Ownership history in ORG Partners LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in PROSHARES TR PROSHARES LARGE CAP CORE PLUS (CSM). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 181 — 0% 0.00% $14K $76.32
2025 Q2 INITIATED 181 — — 0.00% $13K $70.06
% of Fund (quarterly)    CSM price (monthly, adj. close)

Other funds also holding CSM

As of 2025 Q4 — sorted by position size

Waterfront Wealth Inc. 3Y 1.66% GILL CAPITAL PARTNERS, LLC 3Y 1.15% Onyx Bridge Wealth Group LLC 3Y 0.99% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.64% Duncan Williams Asset Management, LLC 0.62% MANCHESTER FINANCIAL INC 3Y 7Y 0.46% Patten Group, Inc. 3Y 7Y 0.35% Elmwood Wealth Management, Inc. 3Y 7Y 0.35% Navis Wealth Advisors, LLC 3Y 0.34% Prosperity Financial Group, Inc. 0.28%
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