LDB
CSM icon

Lee, Danner & Bass’s ProShares Large Cap Core Plus CSM Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-800
Closed -$52.9K – 320
2024
Q4 		$52.9K Buy
+800
New +$53.6K ﹤0.01% 346

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lee, Danner & Bass's CSM Position: Q1 2025 in Review

Lee, Danner & Bass sold out of ProShares Large Cap Core Plus (CSM) in Q1 2025, closing a stake of 800 shares — an estimated $52.9K sold.

Lee, Danner & Bass first reported a position in CSM in Q4 2024 and held it in 1 quarter. The position peaked at $52.9K in Q4 2024. 97 funds tracked by Wall St. Rank hold CSM as of Q1 2025.

  • Lee, Danner & Bass reported no remaining ProShares Large Cap Core Plus position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 800 ProShares Large Cap Core Plus shares in Q1 2025, an estimated $52.9K.
  • Lee, Danner & Bass first reported a position in ProShares Large Cap Core Plus in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's ProShares Large Cap Core Plus position peaked at $52.9K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.