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

PRW Wealth Management’s Portfolio CSM Stock Details CSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,450
Closed -$343K – 132
2021
Q2 		$343K Buy
+3,450
New +$343K 0.1% 194