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Kingswood Wealth Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

Kingswood Wealth Advisors’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Buy
+3,159
New +$223K 0.02% 666