AE Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

AE Wealth Management’s Portfolio CSM Stock Details CSM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$4.36M	Buy
2023 Q3	$3.25M	Buy
2023 Q2	$3.02M	Buy
2023 Q1	$2.64M	Buy
2022 Q4	$2.27M	Buy
2022 Q3	$2.01M	Buy
2022 Q2	$1.92M	Sell
2022 Q1	$2.32M	Buy