Cerity Partners
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Cerity Partners’s ProShares Large Cap Core Plus CSM Stock Holding History

Cerity Partners’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.29M Hold
2025
Q2 		$2.11M Buy
2025
Q1 		$1.89M Hold
2024
Q4 		$1.96M Hold
2024
Q3 		$1.94M Hold
2024
Q2 		$1.84M Buy
2024
Q1 		$1.79M Hold
2023
Q4 		$1.61M Sell
2023
Q3 		$1.48M Buy